Results for "socially conscious investing"

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Yes, impact investing can be profitable

November 14, 2017

Impact investing is a growing movement capturing the attention of investors across the world. But too much capital is still sitting on the sidelines, which results in part from suspicions around financial performance. Throughout the industry's...

Advisers ignore 'responsible investing' at their own risk

November 17, 2017

Financial advisers might be missing a big asset-gathering and client-satisfaction opportunity if they aren't familiar with the nuances of "responsible investing" trends, according to Marcus Valesco, managing director in the Wealth Management...

Impax Asset Management to acquire Pax World

September 18, 2017

Impax Asset Management Group of the U.K. is acquiring Pax World Management, the investment adviser to Pax World Funds, creating a global firm specializing in sustainable investing. Under the terms of the deal, Impax will acquire Pax for $52.5...

Withdrawal from Paris accord will spur interest in ESG, advisers say

June 1, 2017

President Donald J. Trump's decision to withdraw from the Paris climate accord and renegotiate its terms won't lessen the need for environmental, social and governance investing, financial advisers say. Rather, it will increase it. In the United...

TIAA launches robo-adviser with access to SRI funds

June 6, 2017

TIAA introduced a robo-advice offering on Tuesday that includes a broader range of investment choices than most other digital advice platforms. The 100-year-old firm, with $938 billion in assets under management, is most known for providing...

The five biggest myths about impact investing

April 20, 2017

Did you hear that if you yell loud enough in the mountains, you can cause an avalanche? Are you aware that if you drop a penny from a skyscraper, you can kill someone or that you can pick up radio signals through a tooth filling? None of these...

ESG investors like gains as much as anyone else

July 10, 2017

Social investors like funds that do good, but they love funds that do good and do well. Consider Parnassus Endeavor Investor (PARWX), up a blistering 31.0% the past 12 months, versus a 17.9% gain for the Standard & Poor's 500 stock index. The...

5 investment trends behind growth in sustainable and impact investing

March 6, 2017

Money talks, especially when you have almost $9 trillion at play. The total dollars invested in the United States through sustainable, responsible and impact investing reached $8.72 trillion in 2016, up 33% from 2014, according to the US SIF...

Robos are offering SRI, so shouldn't live advisers?

July 19, 2017

Digital financial advice platforms are racing each other to introduce socially responsible investing options for their customers, and some experts believe traditional advisers should be doing the same. Both Betterment and Wealthfront, the two...

How sustainable investing is like climbing a mountain

January 26, 2017

When I climbed Mount Everest, the best moment wasn't actually on the summit itself — it was well below the summit, when I first realized that my fellow climbers and I would indeed reach the top. When climbing a mountain, progress is a matter...

Tapping the potential of responsible investing by debunking the myths

March 1, 2015

Once perceived as a niche area of asset management with relatively limited appeal, responsible investment (RI) has evolved into a diverse, globally recognized discipline, encompassing a wide range of strategies that have gained momentum with...

XY Planning Network launches TAMP for young investors

August 29, 2017

The XY Planning Network created a technology platform for members to help them provide client service the way younger investors demand: digitally. The turnkey financial planning platform unites online onboarding for clients and robo-adviser...

Impact investing in the age of President Trump

March 5, 2017

It's too soon to tell what effect the election of Donald J. Trump to the presidency will have on impact investing. But if implemented, Mr. Trump's policies could have a profound effect on issues near and dear to a growing number of investors:...

The challenges and opportunities of impact investing

March 1, 2015

In recent years, the term impact investing has mushroomed to encompass the older labels of SRI (socially responsible investing), MRI (mission-related investing) and ESG (environment, social, governance), among others. Those of us in the field...

Advisers seen as key to success of 'impact investing'

October 31, 2010

The expanding universe of socially conscious investments is beginning to coalesce under one umbrella: “impact investing.” Financial advisers are the key to this market, according to a study on this trend. New infrastructure and platforms...

Social investing on upswing, foundation manager says

March 8, 2009

Investors who previously ignored socially conscious investments are eyeing them now, an official with the Calvert Social Investment Foundation said last week. "We're getting mainline pensions," Art Stevens, relationship manager with the group,...

Study: Financial services firms are going green

June 23, 2008

In a move that likely will make environmentalist and actor Ed Begley Jr. proud, financial services firms are taking steps to make their offices green. In a recent survey of 124 financial services firm executives, 54 at firms planning to build...

Educate clients on new socially conscious offerings

April 21, 2008

Tools designed to help investors avoid investments in countries that sponsor terrorism or genocide, or that violate the human rights of their citizens, are the latest offerings from financial services firms. These tools include exchange traded...

Advisers skeptical about screening companies for terrorist links

April 14, 2008

Screening companies for their ties to countries deemed sponsors of terror is a concept that seems to intrigue investors. But whether a company's ranking on a "terror-free" scale will influence an individual investor's portfolio decision-making...

'Green bond' ETF launched by VanEck

March 6, 2017

VanEck has launched what it claims is the first "green bond" exchange-traded fund. The VanEck Vectors Green Bond ETF (GRNB) consists of bonds issued "to finance projects or activities that promote climate change mitigation or adaptation, or...

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