Results for "socially conscious investing"

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Impact investing soars with $12 million green bond sale by Merrill Lynch

August 26, 2014

Merrill Lynch Wealth Management advisers sold $12 million in green bonds issued by the World Bank last week, surpassing what the investment bank expected based on similar issuances a few years ago. About 70 clients bought the AAA-rated World...

Female clients' unique approach to investing

August 17, 2014

As they do with most things, men and women think about investing differently. Heather Locus, principal at Balasa Dinverno Foltz, points to a meeting she had with a brother and sister to highlight those differences. Both had inherited funds,...

Fund managers hope for more robust socially conscious options

July 22, 2014

There was a time when asset management firms were comfortable telling faith-based investors, "God is good, see you later," says Joseph M. Kinard, a director at the Board of Pensions of the Presbyterian Church (USA). That's no longer the case....

Impact investing on the cusp of mainstream wealth management

June 29, 2014

The news releases arrived in noteworthy succession throughout 2013. Morgan Stanley, UBS AG, The Goldman Sachs Group Inc., and JPMorgan Chase & Co. — some of the biggest names in the financial services industry — announced plans to establish...

Buffett is ready to double down on his wind and solar energy bet

June 10, 2014

Warren Buffett sees his $15 billion wind and solar energy investment as just the beginning. It's chump change to the world's fifth-largest company. ”We're going to keep doing that as far as the eye can see." The European Central Bank's stimulus...

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...

Impact investing here to stay

May 25, 2014

Financial advisers need to resist the urge to roll their eyes when the issue of impact investing comes up in conversation — because the topic is likely to arise more often and is becoming more important to more clients. Historically, institutional...

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...

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...

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...

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...

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...

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