Investing

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ESG funds being probed by SEC over ceding votes on social issues
ESG AUG 15, 2022
ESG funds being probed by SEC over ceding votes on social issues

The agency is asking companies offering ESG funds whether they lend out shares, which could impact their ability to cast ballots in corporate elections.

By Bloomberg
Investors see 60/40 mix enduring despite recent turmoil, survey shows
FIXED INCOME AUG 15, 2022
Investors see 60/40 mix enduring despite recent turmoil, survey shows

The tactic has taken a beating this year as bonds were hit by the steepest slump in decades, compounding the stock market's losses instead of buffering against them.

By Bloomberg
Climate bill would fuel sustainable investing
ESG AUG 12, 2022
Climate bill would fuel sustainable investing

The Inflation Reduction Act provides certainty for sustainable investors, but compromises mean fossil fuel expansion.

By Emile Hallez
Anti-ESG movement spawns new fund in battle against industry giants
RIAS AUG 10, 2022
Anti-ESG movement spawns new fund in battle against industry giants

Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.

By Jeff Benjamin
Vanguard wrests BlackRock’s spot as manager of world’s biggest bond ETF
MUTUAL FUNDS AUG 10, 2022
Vanguard wrests BlackRock’s spot as manager of world’s biggest bond ETF

The Vanguard Total Bond Market ETF, with assets of roughly $83.8 billion, has surpassed the $83.2 billion iShares Core U.S. Aggregate Bond ETF.

By Bloomberg
Single-stock ETF craze leads to single Treasury bond exposure
EQUITIES AUG 09, 2022
Single-stock ETF craze leads to single Treasury bond exposure

The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.

By Jeff Benjamin
Amundi rolls out ESG separate account for wealthy investors
ESG AUG 09, 2022
Amundi rolls out ESG separate account for wealthy investors

The Amundi US Equity ESG Improvers SMA is two-thirds allocated to companies expected to improve their ESG score.

By Jeff Benjamin
The time is now to be more transparent about advisory fees
RIAS AUG 08, 2022
The time is now to be more transparent about advisory fees

Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.

By Jeff Benjamin
BlackRock sees investors turning to thematic ETFs to hedge against inflation
ESG AUG 08, 2022
BlackRock sees investors turning to thematic ETFs to hedge against inflation

Interest seen in infrastructure, food-related and clean-energy themes as investors look for long-term structural trends.

By Bloomberg
Sustainable funds with the highest returns in a down year
ESG AUG 08, 2022
Sustainable funds with the highest returns in a down year

These 10 funds are doing the best, but they're not like the others.

By Emile Hallez
Alts are rockin’ the house!
ALTERNATIVES AUG 08, 2022
Alts are rockin’ the house!

Demand for income, inflation protection, enhanced returns and volatility dampening has created a ‘Goldilocks moment’ for alternative investments.

By Ryan W. Neal
Are your clients on the wrong glide path? 
RETIREMENT PLANNING AUG 08, 2022
Are your clients on the wrong glide path? 

If a target-date fund is among a client's investments, an adviser can check the fund’s glide path as well as the equity percentage of the portfolio.

By InvestmentNews
Covid-themed ETF shifts focus to monkeypox
EQUITIES AUG 05, 2022
Covid-themed ETF shifts focus to monkeypox

As the White House declares monkeypox a national health emergency, ETFMG tweaks its marketing without adjusting the portfolio.

By Jeff Benjamin
Finra slaps J.P. Morgan over ex-rep who loaded grandma up on structured products
ALTERNATIVES AUG 05, 2022
Finra slaps J.P. Morgan over ex-rep who loaded grandma up on structured products

The firm was fined $200,000 for failing to supervise the rep, whose grandmother was 88 and widowed when she opened her account in 2014.

By Bruce Kelly
NASAA extends comment deadline on REIT reform proposal
ALTERNATIVES AUG 05, 2022
NASAA extends comment deadline on REIT reform proposal

State regulators grant more time for input after getting pushback from groups representing the alternatives sector.

By Mark Schoeff Jr.
Pimco sees $29 billion in outflows as rate hikes hit bond funds
FIXED INCOME AUG 05, 2022
Pimco sees $29 billion in outflows as rate hikes hit bond funds

The global sell-off in bonds results in the second straight quarter in which the asset management company's clients pulled money from its funds.

By Bloomberg
Q&A: CFA Institute’s Chris Fidler on different types of greenwashing
ESG AUG 05, 2022
Q&A: CFA Institute’s Chris Fidler on different types of greenwashing

The senior director would like advisers to embrace conversations about ESG with clients and 'do a little less judging and maligning of people who are taking different approaches.'

By Emile Hallez
Schwab crypto ETF begins trading
ALTERNATIVES AUG 04, 2022
Schwab crypto ETF begins trading

The fund, which began trading on the NYSE Arca exchange, tracks the firm's Crypto Thematic Index.

By InvestmentNews
BlackRock partners with Coinbase to expand into crypto
ALTERNATIVES AUG 04, 2022
BlackRock partners with Coinbase to expand into crypto

Institutional investors will be able to use BlackRock's Aladdin investment management system to oversee their exposure to bitcoin along with assets such as stocks and bonds.

By Bloomberg
Goldman Sachs preps two sustainable ETFs
ESG AUG 04, 2022
Goldman Sachs preps two sustainable ETFs

The two products would invest at least 80% of their assets in corresponding indexes built by the firm.

By Emile Hallez