Investing

Displaying 13473 results
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
SEC orders firm, advisor to pay $933,341 for misuse of leveraged ETFs
ETFS MAY 04, 2023
SEC orders firm, advisor to pay $933,341 for misuse of leveraged ETFs

The North Dakota firm and one of its advisors didn't understand the risks associated with the complex products and failed to determine whether they were in clients' best interests, the agency says.

By Mark Schoeff Jr.
Strive Asset Management fills leadership vacuum created by CEO's run for president
ESG MAY 04, 2023
Strive Asset Management fills leadership vacuum created by CEO's run for president

Chief investment officer Matt Cole takes on the added role of CEO at the disruptive new asset management shop after Vivek Ramaswamy's departure.

By Jeff Benjamin
Florida's new law makes ESG murkier
ESG MAY 03, 2023
Florida's new law makes ESG murkier

The law is the 'farthest-reaching' of the actions various states have taken to restrict the use of environmental, social and governance considerations.

By Emile Hallez
SEC approves stronger reporting requirements for private fund advisors
RIAS MAY 03, 2023
SEC approves stronger reporting requirements for private fund advisors

Hedge funds with at least $1.5 billion in assets now have to report significant investment losses and withdrawals to the SEC within 72 hours.

By Mark Schoeff Jr.
Why the ESG backlash has little effect on corporations
OPINION MAY 03, 2023
Why the ESG backlash has little effect on corporations

Politicians' manufactured controversies are having minimal impact in boardrooms.

By Carolyn Berkowitz
Advisors express caution, enthusiasm about being gatekeepers to private markets
RIAS MAY 02, 2023
Advisors express caution, enthusiasm about being gatekeepers to private markets

Legislation recently approved by a House committee would deem the clients of investment advisors to be accredited investors.

By Mark Schoeff Jr.
Hennessy Advisors picks up more assets to support new ESG ETF
ESG MAY 02, 2023
Hennessy Advisors picks up more assets to support new ESG ETF

The firm will fold the $70 million of assets it bought from Community Capital Management into its first ETF, an ESG-focused product, which it recently launched with acquired assets.

By Emile Hallez