Results for "socially conscious investing"

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Sallie Krawcheck and Pax team on women-friendly corporate index fund

June 4, 2014

Sallie L. Krawcheck is throwing her weight and her money behind a revived mutual fund that invests in publicly traded companies that have greater numbers of women in management positions. The Pax Ellevate Global Women's Index Fund (PXWEX) is...

Schwab, Merrill and Wells find unity on impact investing

May 22, 2014

The brokers' business models may be diametrically opposed, but two men who sit in the C-suites at the Charles Schwab Corp. and Bank of America Merrill Lynch can agree on at least one thing: impact investing is here to stay. Those are the views...

When money has an impact

May 18, 2014

Ron Cordes and his wife created a family foundation with proceeds from the 2006 sale of AssetMark Investment Services to Genworth Financial, but he quickly tired of discussing how to dole out small grants to charities. He wanted 100% of the...

What is impact investing and which wealth demographic cares?

April 22, 2014

Advisers who plan to be in business 10 years from now or intend to seek assets from younger investors need to become familiar with the universe of impact investing. Unlike socially responsible investing's focus on screening out certain types...

Bill Gross compares Chinese economy to 'mystery meat'

February 5, 2014

Bill Gross calls China one of the biggest risks for global markets. The Bond King compares the slowing Chinese economy to bologna, as in nobody knows what's in there. ”The last wild card” JPMorgan gets the green light to settle two lawsuits...

Tax turmoil boosts donor-advised funds but stock market rally helps too

January 31, 2014

The Obama administration's tax hikes on affluent Americans — along with a strong stock market and fears that the government would push tax rates even higher — led to an increase in giving to donor-advised funds last year. Major providers...

Calvert launches diversified green-bond fund

October 31, 2013

Calvert Investments on Thursday launched the Calvert Green Bond Fund (CGAFX), packaging as a mutual fund a strategy the company has been managing as a separate account for more than two years. The actively managed intermediate-term fund will...

Adopting ESG factors to improve returns, reduce risk

September 24, 2013

Over the last twenty years, the social investing industry has grown and changed. It has moved from “negative screening,” such as divesting from South Africa or excluding “sin stocks” from the portfolio, to a more positive approach that...

Funds cater to the faithful

March 31, 2013

Advisers who have clients with strong religious beliefs have a variety of mutual funds to choose from, including ones focused on Catholics, Southern Baptists and Muslims. Religious funds make up just over one-third of the universe of socially...

Socially conscious funds move beyond screen test

March 31, 2013

Socially conscious funds are getting proactive. For most of their 20-plus-year history, such funds have been focused more on what stocks to avoid than those to own, but that's changing. “[Socially responsible investing] became understood as...

Happy returns: It's a sin how well this fund performs

March 31, 2013

Gerald Sullivan runs what you might call the antisocially conscious fund. While socially conscious managers do their best to avoid the “sin” stocks of the world, he can't get enough of them. As portfolio manager of the $131 million Vice...

Theme park? New offering lets advisers build portfolios around motifs

February 28, 2013

The do-it-yourself revolution marches on. Financial advisers, however, can take advantage of this particular bit of DIY innovation. Hardeep Walia, Motif Investing's co-founder and chief executive stopped by a couple weeks ago to show me the...

Think twice before dropping controversial stock holdings

January 15, 2013

Plan sponsors may want to hold off if they're thinking of selling stocks of controversial companies such as firearms manufacturers, despite the fact that some public pension plans are reviewing their holdings of such stocks. New York state is...

Radnor Capital Management is back - this time as an RIA

September 23, 2012

E.F. Hutton & Co. isn't the only venerable brand to rise again in the advisory industry. Radnor Capital Management LLC, an old-school wealth management shop based in Wayne, Pa., is back — this time as an independent registered investment adviser...

Ethical investments could give hedge funds an edge

September 9, 2012

Hedge fund managers are usually thought of as cold, hard capitalists and not the types who are interested in socially conscious investing. But if they are looking for investment money, they may want to consider strategies that offer social and...

Planting the sustainable-investing seed

June 10, 2012

This is no fad but an essential part of business performance and competitiveness There has been a recent uptick in interest in investments that are green and sustainable. Unfortunately, the investment world’s attention to this market has been...

Advisers keen to offer clients socially responsible investments: Survey

June 8, 2012

Most financial advisers believe they could build their businesses with investment products that marry financial return with social and environmental impact, according to a Calvert Foundation survey of 1,065 advisers released yesterday. About...

Legacy of Occupy Wall Street? Green funds see more green

April 25, 2012

The Occupy Wall Street movement might be fading from the headlines, but its impact is still being felt in at least one area of the asset management industry. "As a result of the Occupy movement, we saw more inquiries from clients interested...

Buffett: Think green or forgo green

April 8, 2012

Companies won't last if they fail to consider the impact of their businesses on the environment, according to Warren E. Buffett, the billionaire chairman and chief executive of Berkshire Hathaway Inc. “Taking shortcuts is not the pathway to...

A portfolio that purrs

May 22, 2011

Animal lovers now have their own socially screened stock portfolio to cuddle up with — without the fear of fur balls, ticks or fleas. The Humane Equity Index Portfolio, rolled out last month by Aperio Group LLC, tracks the Russell 1000 Index....

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