Investing

Displaying 13479 results
Impax North America president Keefe to retire
PRACTICE MANAGEMENT MAY 18, 2023
Impax North America president Keefe to retire

Joe Keefe, who has led the group and its precursor since 2005, will be replaced by Ed Farrington, the group's head of distribution.

By Emile Hallez
Fund shops focused on ESG despite pushback, reports show
RETIREMENT PLANNING MAY 18, 2023
Fund shops focused on ESG despite pushback, reports show

More than half of US asset managers see ESG as a high priority, and many are adding staff to support that.

By Emile Hallez
Finra chair: Industry needs to improve disclosures about complicated investments
EQUITIES MAY 18, 2023
Finra chair: Industry needs to improve disclosures about complicated investments

'We do it in a way where they're virtually unreadable,' Eric Noll, CEO of Context Capital Partners, said of disclosures at the Finra annual meeting.

By Mark Schoeff Jr.
SEC's Crenshaw sees potential overlap in EU-US climate rules
ESG MAY 17, 2023
SEC's Crenshaw sees potential overlap in EU-US climate rules

The watchdog agency teed up a sweeping proposal in March 2022 intended to standardize the types of disclosures public companies make about greenhouse gas reduction goals.

By Bloomberg
GOP attorneys general go after climate-minded insurers
LIFE INSURANCE AND ANNUITIES MAY 17, 2023
GOP attorneys general go after climate-minded insurers

The Republican AGs are examining net-zero goals that insurance companies have agreed to as part of an industry group.

By Emile Hallez
Bank group led by Barclays, Morgan Stanley nearing deal on CO2 disclosure
ESG MAY 17, 2023
Bank group led by Barclays, Morgan Stanley nearing deal on CO2 disclosure

The agreement would move efforts forward on calculating and disclosing the carbon footprints of the industry’s capital-markets operations.

By Bloomberg
As You Sow shines light on fossil fuels in 401(k) bond funds
RETIREMENT PLANNING MAY 16, 2023
As You Sow shines light on fossil fuels in 401(k) bond funds

An analysis tool on its Invest Your Values site gives participants a peek into the exposure their plans have.

By Emile Hallez
Envestnet launches ETFs blending active and passive strategies
ETFS MAY 15, 2023
Envestnet launches ETFs blending active and passive strategies

The four ETFs consist of passive and factor-based exposures managed by Envestnet and active exposures managed by third-party investment managers.

By Ryan W. Neal
SEC's delay on climate disclosure rule leaves companies in limbo
FINTECH MAY 12, 2023
SEC's delay on climate disclosure rule leaves companies in limbo

Few companies have goals in place that would reduce their greenhouse gas emissions in line with Paris goals, according to MSCI.

By Emile Hallez
NYC pension funds sued for selling fossil-fuel assets
RETIREMENT PLANNING MAY 12, 2023
NYC pension funds sued for selling fossil-fuel assets

Plaintiffs claim the three pension funds breached their fiduciary duty when they sold roughly $4 billion in fossil-fuel investments in 2021.

By Bloomberg
House hearing on ESG paints picture of two different Americas
ESG MAY 11, 2023
House hearing on ESG paints picture of two different Americas

Representatives took jabs at the other party and expressed opposing views on the potential of ESG.

By Emile Hallez
Guaranteed lifetime income products mark a new era of retirement plan design
OPINION MAY 11, 2023
Guaranteed lifetime income products mark a new era of retirement plan design

Fifty years after the passage of ERISA, the insurance industry has come to the rescue with solutions that allow retirement plans to address the problem of decumulation.

By Mitchell Shames
S&P expands focus on biodiversity risk data
FINTECH MAY 10, 2023
S&P expands focus on biodiversity risk data

New data on 17,000 companies is available using a methodology developed in conjunction with the UN Environment Programme.

By Emile Hallez
Here's why the real estate market is too shaky even for spiffed-up REITs
ALTERNATIVES MAY 09, 2023
Here's why the real estate market is too shaky even for spiffed-up REITs

At least one critic of the newfangled REITs is not convinced they can weather the storm in commercial real estate.

By Bruce Kelly
More ESG ETFs close as issuers lose patience
ESG MAY 09, 2023
More ESG ETFs close as issuers lose patience

Just 58 sustainable exchange-traded funds launched globally in the first quarter, down from 101 that were introduced during the same period last year.

By Bloomberg
Maine legislators halt bill opposed to use of ESG factors
RETIREMENT PLANNING MAY 08, 2023
Maine legislators halt bill opposed to use of ESG factors

State pension professionals argued against it, saying the legislation would limit investment considerations.

By Emile Hallez
Advisors stick with Treasuries despite political tension over debt limit
EQUITIES MAY 08, 2023
Advisors stick with Treasuries despite political tension over debt limit

'It's sort of like the nicest house on an ugly block, which, relatively speaking, is the best place to be,' said one advisor.

By Mark Schoeff Jr.
The Bud Light case for ESG
OPINION MAY 05, 2023
The Bud Light case for ESG

The 'anti-woke' crowd found a boogeyman in Anheuser-Busch just as it has with ESG broadly.

By Emile Hallez
ESG could have saved Silicon Valley Bank
OPINION MAY 05, 2023
ESG could have saved Silicon Valley Bank

One of the nation’s largest banks experienced a series of governance lapses that resulted in the mismanagement of interest-rate risk.

By Andrew Siwo
Financial advisors shun 'sell in May' — but still make the case for selling
RIAS MAY 05, 2023
Financial advisors shun 'sell in May' — but still make the case for selling

History is on the side of sitting on the sidelines from May through October, but advisors say investing is not that simple.

By Jeff Benjamin