Investing

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ESG options in 401(k)s could boost contributions, Schroders finds
RETIREMENT PLANNING MAY 13, 2021
ESG options in 401(k)s could boost contributions, Schroders finds

Ninety percent of plan participants who are aware of ESG choices said they invest in them.

By InvestmentNews
Federated Hermes takes advisers to school on ESG
EQUITIES MAY 13, 2021
Federated Hermes takes advisers to school on ESG

The company's new Responsible Investing Institute taps into the growing appeal of ESG investing by giving financial advisers a road map to building portfolios and working with clients. Beyond the courses, the curriculum also include podcasts.

By Jeff Benjamin
Morningstar expands analysis of ESG commitments by asset managers
ESG MAY 12, 2021
Morningstar expands analysis of ESG commitments by asset managers

In the fund tracker's second round of measuring the ESG commitment of asset managers, it found that most fund companies rank near the bottom.

By Jeff Benjamin
Cboe files to list Fidelity Bitcoin ETF
ALTERNATIVES MAY 12, 2021
Cboe files to list Fidelity Bitcoin ETF

The exchange has proposed listing Fidelity's Wise Origin Bitcoin Trust, saying in its filing that concerns about potential manipulation of a Bitcoin ETF have been 'sufficiently mitigated.'

By Bloomberg
How online trading is driving investors to human advisers
RIAS MAY 11, 2021
How online trading is driving investors to human advisers

Self-directed investors are reaching thresholds that are starting to make professional financial advice more appealing.

By Jeff Benjamin
Top exchange-traded funds in the first quarter
ETFS MAY 11, 2021
Top exchange-traded funds in the first quarter

These charts are based on data from Refinitiv Lipper, an LSEG business, and reflect data through March 31.

By InvestmentNews
Legislators ask GAO to review target-date funds
RETIREMENT PLANNING MAY 07, 2021
Legislators ask GAO to review target-date funds

The heads of the Senate and House committees overseeing labor want to know whether TDFs are working as advertised.

By InvestmentNews
Brokers raise billions for green land deals IRS calls tax scams
ALTERNATIVES MAY 07, 2021
Brokers raise billions for green land deals IRS calls tax scams

Expanded government crackdowns on syndicated conservation easement land deals are creating financial and legal headaches for some wealthy investors.

By Bloomberg
Gensler vows to ensure compliance with Reg BI ‘as written’
PRACTICE MANAGEMENT MAY 06, 2021
Gensler vows to ensure compliance with Reg BI ‘as written’

In his first appearance on Capitol Hill since being confirmed as SEC chair, Gensler also addressed ESG and the gamification of investing.

By Mark Schoeff Jr.
Improvers the next ESG investment to clean up?
ESG MAY 05, 2021
Improvers the next ESG investment to clean up?

Investment managers bet polluters going green will be next hit with investors.

By Bloomberg
Proxy voting adds ESG leverage to retirement plans
RIAS MAY 04, 2021
Proxy voting adds ESG leverage to retirement plans

A new Morningstar report presents proxy voting as a backdoor entry to ESG investing for retirement plan participants. As advocates pressure for simpler proxy voting procedures, retail investors could gain considerable leverage.

By Jeff Benjamin
Market watchers say inflation risk is real
EQUITIES MAY 03, 2021
Market watchers say inflation risk is real

The Biden administration's record-setting government spending is seen as a path to higher inflation.

By Jeff Benjamin
Oil shares inside ESG ETFs helping returns
ESG MAY 03, 2021
Oil shares inside ESG ETFs helping returns

Ironic that the boost in oil prices is helping funds aimed at supporting firms with strong environmental, social and governance scores.

By Bloomberg
Americans fleeing tax hikes may accelerate shift to ETFs
MUTUAL FUNDS MAY 03, 2021
Americans fleeing tax hikes may accelerate shift to ETFs

Exchange-traded funds are generally more tax-efficient, spinning off fewer capital-gain disbursements that for some could soon become a lot more costly.

By Bloomberg
ESG regulations in Europe map a clear path for the US
ESG MAY 03, 2021
ESG regulations in Europe map a clear path for the US

Europe has led the way in the exploding market for socially responsible investing.

By InvestmentNews
SEC punts decision on Bitcoin ETFs to at least June
ETFS APR 28, 2021
SEC punts decision on Bitcoin ETFs to at least June

In a filing Wednesday, the agency said it was postponing its decision until June 17. Optimism has been growing that the SEC may finally approve a Bitcoin ETF launch this year.

By Bloomberg
Fidelity opens securities lending platform to all comers
EQUITIES APR 28, 2021
Fidelity opens securities lending platform to all comers

The agency lending platform joins a compact group of less than a dozen companies that enable funds to lend securities to be sold short.

By Jeff Benjamin
Rising inflation? No problem for fans of emergency cash
RIAS APR 27, 2021
Rising inflation? No problem for fans of emergency cash

Financial advisers continue to recommend hefty cash reserves yielding almost nothing and losing ground to inflation, under the premise that safety trumps yield.

By Jeff Benjamin
UBS ropes in new fee-generating assets in Q1
ALTERNATIVES APR 27, 2021
UBS ropes in new fee-generating assets in Q1

The wirehouse reported strong results, but also disclosed a significant hit from trading losses after the implosion of the family office and hedge fund Archegos Capital Management.

By Bruce Kelly
JPMorgan preparing to offer Bitcoin fund to wealthy clients
ALTERNATIVES APR 26, 2021
JPMorgan preparing to offer Bitcoin fund to wealthy clients

The actively managed fund is expected to be available as soon as this summer, and NYDIG will be the custody provider.

By Bloomberg