Investing

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Blockchain dividend distributions emerge as latest threat to traditional finance
ALTERNATIVES APR 03, 2023
Blockchain dividend distributions emerge as latest threat to traditional finance

Crypto experts say distributions via blockchain technology will soon be commonplace.

By Jeff Benjamin
Blackstone’s BREIT sees $4.5 billion of withdrawal requests in March
ALTERNATIVES APR 03, 2023
Blackstone’s BREIT sees $4.5 billion of withdrawal requests in March

The real estate trust, which has limited redemptions for a fifth straight month, had already hit 2% monthly limits in January and February.

By Bloomberg
MSCI to downgrade ESG ratings on over 30,000 funds
ESG APR 03, 2023
MSCI to downgrade ESG ratings on over 30,000 funds

The firm’s ratings unit overhauls its methodology as ESG score providers continue to draw criticism for using inconsistent approaches that have yet to be properly regulated.

By Bloomberg
ESG in advisors' own words
ESG APR 03, 2023
ESG in advisors' own words

Financial advisors offer their thoughts on sustainable investing, how politics is affecting it, what clients want to know and how it could help or hurt their practices.

By Emile Hallez
Love it or hate it, ESG has been around for decades — and it isn’t going away
ESG APR 03, 2023
Love it or hate it, ESG has been around for decades — and it isn’t going away

Interest both for and against sustainable investing will almost certainly be rising — and that means that financial advisors can’t afford to ignore it.

By Emile Hallez
Why that $6.2 billion outflow from an ESG ETF is not the end of sustainable investing
ESG MAR 31, 2023
Why that $6.2 billion outflow from an ESG ETF is not the end of sustainable investing

Excluding the iShares ESG Aware ETF, sustainable funds saw positive net sales so far this year, according to data from Morningstar Direct.

By Emile Hallez
House GOP questions SEC authority to write climate disclosure regulations
ESG MAR 30, 2023
House GOP questions SEC authority to write climate disclosure regulations

GOP members of an appropriations subcommittee argue against the agency's request for an increase in its funding.

By Mark Schoeff Jr.
2022 was rough year for near-retirees in target-date funds
RETIREMENT PLANNING MAR 29, 2023
2022 was rough year for near-retirees in target-date funds

While stock and bond allocations hurt the performance of TDFs last year, fees declined and assets flowed to collective investment trusts, Morningstar found.

By Emile Hallez
Investors focus on climate, abortion access in potential record proxy season
ESG MAR 27, 2023
Investors focus on climate, abortion access in potential record proxy season

After last year's Supreme Court decision overturning Roe v. Wade, more companies face votes on reproductive health care.

By Emile Hallez
Financial advisors torn between trusting the Fed and trusting the bond market
RIAS MAR 27, 2023
Financial advisors torn between trusting the Fed and trusting the bond market

The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.

By Jeff Benjamin
Franklin Templeton makes ESG hire from CalPERS
RETIREMENT PLANNING MAR 27, 2023
Franklin Templeton makes ESG hire from CalPERS

James Andrus had been at the pension system since 2014 and most recently served as its interim managing investment director for sustainable investing.

By Emile Hallez
Green funds have run out of ‘investible’ assets, Impax CEO says
ESG MAR 27, 2023
Green funds have run out of ‘investible’ assets, Impax CEO says

Without more green investments, the likelihood of avoiding the worst impacts of climate change becomes increasingly remote, according to the IPCC.

By Bloomberg
American Funds gets the trophy at Lipper Awards
EQUITIES MAR 24, 2023
American Funds gets the trophy at Lipper Awards

In the economic aftermath of the pandemic, some strategies performed better than others.

By Emile Hallez
How stocks of wealth management firms are holding up this year
EQUITIES MAR 24, 2023
How stocks of wealth management firms are holding up this year

Focus Financial is going private. There’s a banking crisis. What has the impact been on these companies?

By Bruce Kelly and Jeff Benjamin
Assessing risks, opportunities in transition to a more sustainable economy
OPINION MAR 23, 2023
Assessing risks, opportunities in transition to a more sustainable economy

Analysis of ESG factors is a tool that helps investment managers do a better job of evaluating the opportunities and risks arising from global sustainability challenges.

By Ian Simm and Joe Keefe
Strive Asset Management to bring anti-ESG to PEP 401(k)
RETIREMENT PLANNING MAR 22, 2023
Strive Asset Management to bring anti-ESG to PEP 401(k)

The firm, which is on a crusade against the use of ESG factors in investing, announced that it's launching a pooled employer plan.

By Emile Hallez
Investors face big tax bills for these mutual funds
MUTUAL FUNDS MAR 22, 2023
Investors face big tax bills for these mutual funds

Even though the S&P 500 fell 19% last year, fund managers’ sales of securities to adjust their positions can result in capital gains.

By Bloomberg
How financial advisors can capitalize on the metaverse
OPINION MAR 21, 2023
How financial advisors can capitalize on the metaverse

Here are a few steps to consider before embarking on large-scale investments in the virtual landscape.

By Nageswar Cherukupalli
Covered call ETFs uncovered
ETFS MAR 21, 2023
Covered call ETFs uncovered

The age-old strategy, neatly wrapped in the low-cost convenience of an exchange-traded fund, has gained fresh momentum in the volatile market environment.

By Jeff Benjamin
Fintech CapIntel adds ESG data as it pushes US expansion
FINTECH MAR 21, 2023
Fintech CapIntel adds ESG data as it pushes US expansion

The Toronto-based firm's new offering uses ESG data from MSCI to provide ratings, scores and various metrics for funds, portfolios and individual stocks.

By Emile Hallez