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How advisers can advocate for gender lens investing
ESG NOV 24, 2020
How advisers can advocate for gender lens investing

Gender lens investing is poised to give advisers an edge as ESG assets soar, but there are certain steps they need to take. Read on to find out more

By Mark Rosanes
Back-to-normal rally drives Dow above 30,000 for first time
EQUITIES NOV 24, 2020
Back-to-normal rally drives Dow above 30,000 for first time

Gains reflect hopes that vaccines and a peaceful presidential transition could give the economy a boost

By Bloomberg
ESG investing can foster cohesion in wealthy families, Barclays finds
ESG NOV 23, 2020
ESG investing can foster cohesion in wealthy families, Barclays finds

The study suggests younger generations are influencing their elders and persuading them to act

By InvestmentNews
JPMorgan says rebalancing could mean $300 billion exits stocks
EQUITIES NOV 23, 2020
JPMorgan says rebalancing could mean $300 billion exits stocks

The strong equity performance so far this month means large investors like balanced mutual funds may need to shift money into bonds before year-end

By Bloomberg
Biden's SEC chair likely to take 'hard look' at ESG
ESG NOV 20, 2020
Biden's SEC chair likely to take 'hard look' at ESG

Democratic member Caroline Crenshaw predicts climate risk will likely be on the agenda at the agency

By Mark Schoeff Jr.
Macquarie and Wilshire to offer private investments fund
ALTERNATIVES NOV 20, 2020
Macquarie and Wilshire to offer private investments fund

Delaware Wilshire Private Markets Fund has $25,000 minimum

By InvestmentNews
Goldman picks its winners in ESG sweepstakes
ESG NOV 20, 2020
Goldman picks its winners in ESG sweepstakes

Analysts choose 50 companies in the S&P 500 that should get a boost as money managers increasingly use ESG criteria to pick stocks

By Bloomberg
New bill would require advisers to consider socially responsible investing in retirement plans
RETIREMENT PLANNING NOV 19, 2020
New bill would require advisers to consider socially responsible investing in retirement plans

Michigan Democrat Andy Levin plans to introduce two bills in the House addressing ESG

By Mark Schoeff Jr.
T. Rowe Price to launch new asset management business
ETFS NOV 19, 2020
T. Rowe Price to launch new asset management business

The new platform will be seeded with six funds managing $167 billion in a effort to manage capacity issues

By Jeff Benjamin
BlackRock's Fink says investors are shifting to ESG-focused firms
ESG NOV 19, 2020
BlackRock's Fink says investors are shifting to ESG-focused firms

CEO says companies that best embrace 'stakeholder capitalism' are outperforming their peers and will continue to do so

By Bloomberg
Vanguard, Fidelity fall short in ESG fund ratings
ESG NOV 18, 2020
Vanguard, Fidelity fall short in ESG fund ratings

Morningstar gave both asset managers low scores on incorporating ESG factors into investment decisions

By Bloomberg
Morningstar integrates ESG factors into its overall analysis
ESG NOV 17, 2020
Morningstar integrates ESG factors into its overall analysis

The company will use environmental, social and governance risk ratings as part of a new commitment-level evaluation

By InvestmentNews
DFA plans $20 billion dive into ETF market
MUTUAL FUNDS NOV 17, 2020
DFA plans $20 billion dive into ETF market

In addition to three new ETFs, Dimensional Fund Advisors will convert six mutual funds

By Jeff Benjamin
Should 401(k)s require a test for savers to invest outside of target dates?
RETIREMENT PLANNING NOV 17, 2020
Should 401(k)s require a test for savers to invest outside of target dates?

Terms like 'mutual fund' and 'passive investing' are misunderstood, and those who can't define them are less likely to invest and save for retirement, according to a new report

By Emile Hallez
InvestmentNews to host 2nd annual ESG Summit & Film Festival with the UN Office of Partnerships
ESG NOV 17, 2020
InvestmentNews to host 2nd annual ESG Summit & Film Festival with the UN Office of Partnerships

The virtual event is designed for individual advisers, RIAs and financial professionals looking for strategies behind integrating ESG

By InvestmentNews
Robinhood army swells thematic ETFs
MUTUAL FUNDS NOV 17, 2020
Robinhood army swells thematic ETFs

Funds built around a theme have taken in more than $20 billion so far this year

By Bloomberg
7 reasons donor-advised funds can be a good place for impact investing
OPINION NOV 17, 2020
7 reasons donor-advised funds can be a good place for impact investing

DAFs can help investors surmount various barriers that discourage them from getting started with investments seeking social and environmental returns

By Adam Rein
Green wave drives ESG assets over $17 trillion
ESG NOV 16, 2020
Green wave drives ESG assets over $17 trillion

A new report shows ESG assets now make up a third of all managed money, according to The Forum for Sustainable and Responsible Investment

By Jeff Benjamin
SEC fines five firms $3 million over unsuitable exchange-traded volatility products
ETFS NOV 13, 2020
SEC fines five firms $3 million over unsuitable exchange-traded volatility products

American Portfolios, Benjamin Edwards, Royal Alliance, Securities America, Summit Financial to pay

By InvestmentNews
Businesses worldwide should prepare to disclose climate risk
ESG NOV 13, 2020
Businesses worldwide should prepare to disclose climate risk

The Federal Reserve and the U.K. Treasury have both released positions on climate risk disclosure

By Bloomberg