Results for "socially conscious investing"

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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...

Robos jumping into socially responsible investing space

January 11, 2017

Financial advisers who don't offer socially responsible investing choices are giving clients and prospects another reason to go robo. Several automated advice platforms have been created recently to pair ones' values with their investments,...

Eaton Vance to buy Calvert Investments

October 21, 2016

Eaton Vance (EV) announced Friday that it would acquire Calvert Investment Management, the $12.3 billion Bethesda, Maryland, social investment manager, for an undisclosed sum. Calvert, one of the first fund complexes to concentrate on environmental,...

Morningstar's sustainability ratings: An opportunity to talk to your clients about responsible investing

July 29, 2016

While growth and interest in responsible investing has been strong, however, a TIAA Global Asset Management survey found that many advisers fail to engage their clients on the topic. Furthermore, the same survey found there is a broad disconnect...

RIAs making investments to attract socially responsible clients

June 15, 2016

Socially responsible investors are the type of clients financial advisers should be clamoring for, and some large independent advisory firms are making the investments to attract them. People who want to put their money to work in companies...

The perils of investment crowdfunding

May 22, 2016

The Securities and Exchange Commission's crowdfunding regulations went into effect last week, which means financial advisers have another reason to pay close attention to this fast-evolving and largely misunderstood space. To begin with, we're...

Making a case for impact investing

April 24, 2016

Sometimes a movement, whether social, political, economic, or even investment-focused, proceeds at a measured pace for years before key forces converge, propelling it to dramatically new levels of focus and attention. For example, the climate...

SunEdison's hard lesson for renewable-energy investors

March 31, 2016

The spiraling collapse of the once high-flying renewable-energy giant SunEdison (SUNE) is mostly a story about an overly-aggressive growth strategy that saddled the company with more debt than it could handle. But it is also a story about the...

Morningstar expands access to ESG fund scores for socially conscious investors

March 17, 2016

Morningstar Inc.'s new mutual fund sustainability rankings have been rolled out to the general public, giving individual investors a new tool for determining how well specific funds score when it comes to environmental, social and corporate...

Time for advisers to brush up on ESG investing

March 13, 2016

Any financial adviser who has not been asked about socially responsible investing by a client likely will be in the near future, and he or she needs to be well-informed. As reported in last week's issue of InvestmentNews, investments based on...

New IRA targets socially conscious millennial savers

March 9, 2016

Digital investment firm Aspiration has launched a new IRA with a $500 account minimum that's targeted to millennials who want their money invested in companies dedicated to sustainability. "This has historically been only available to the wealthiest...

Socially responsible investing is coming of age

March 6, 2016

Fueled by younger investors, women, and growing political support, investing based on social and environmental ideals is gaining momentum. Even if it doesn't quite feel like a mainstream concept yet, it's here and it's expanding rapidly. In...

The top-performing socially conscious funds

March 6, 2016

Investing in socially-friendly funds is expanding rapidly. In the United States, at least $7 trillion is invested in strategies focused on environmental, social and corporate governance causes, so-called ESG strategies, an 89% increase since...

Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

March 1, 2016

Morningstar Inc. on Tuesday morning rolled out its first batch of mutual funds scored with sustainable-investing grades related to social, environmental and corporate governance screens applied to the underlying securities in each fund. The...

Warming up to ESG funds in 401(k)s

January 24, 2016

Environmental and social investment causes, once the near-exclusive province of hippies and tree-huggers, have migrated deep into the mainstream of investing, yet such strategies are rarely seen as options on employer-sponsored retirement plans....

What we'll remember about the markets in 2015

December 29, 2015

Reflecting on 2015, I'm inclined to dub it the year of “It's about time.” After years of taunting and teasing, the Federal Reserve finally pulled the trigger in December with the most hyped 25-basis-point interest-rate hike in history, leading...

Manager of a fake hedge fund faces real prison time

December 7, 2015

A security guard/waiter/travel agent posing as a hedge fund manager has been convicted of stealing more than $800,000 from 17 investors. He will likely need time off from his other jobs to serve up to 20 years in prison. Moazzam Ifzal Malik...

DOL supports ESG fund use in 401(k) plans

October 22, 2015

The Labor Department wants to make it easier for 401(k) plans to use environmental, social and governance funds by issuing new guidance meant to boost plan fiduciaries' consideration of such funds. Fiduciaries had been wary of introducing ESG...

Morningstar shines an ESG light on all mutual funds and ETFs

August 14, 2015

Morningstar Inc. will be doing its part to inform investors on environmental, social and governance causes across the investment landscape by attaching impact scores to all mutual funds and exchange-traded funds. The scores, which will be calculated...

Climate change could impact client portfolios

July 31, 2015

Advisers might want to begin talking to their clients about the investment risk of climate change before the international conference on climate in Paris in December starts generating headlines. Large institutional investors overwhelmingly incorporate...

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