Results for "socially conscious investing"

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Socially responsible strategies largely absent from ETF landscape

January 27, 2015

As the integration of passive strategies into institutional portfolios accelerates, another unequivocal trend — the consideration of environmental, social and governance factors in investment decisions — remains primarily a pivot point for...

Socially conscious funds by category, ranked by one-year total return

December 8, 2014

Domestic Equity Funds Fund 1-year return 3-year return 5-year total return Portfolio net assets ($M) Expense ratio* Praxis Growth Index Fund I (MMDEX) 20.02% 21.11% 16.20% $164.7 0.47% Parnassus Endeavor Fund (PARWX) 19.10% 22.67% 16.13% $650.9...

The top 25 socially conscious funds

December 8, 2014

Fund 1-year return 3-year return 5-year return Portfolio net assets ($M) Expense ratio* Praxis Growth Index Fund I (MMDEX) 20.02% 21.11% 16.20% $164.7 0.47% Parnassus Endeavor Fund (PARWX) 19.10% 22.67% 16.13% $650.9 0.95% Vanguard FTSE Social...

Impact investing a potential trap for the unwary

December 4, 2014

The World Economic Forum has a message for wealthy families thinking about impact investing: don't buy on the buzz. Seeking investments with the dual purpose of making a profit and improving society has become trendy among wealthy people and...

Demand for socially responsible investing options in 401(k)s on the rise

November 14, 2014

Retirement plan advisers may need to learn more about socially responsible investing to meet an increasing demand for such options in 401(k) plans. Just as individual clients are increasingly asking their financial advisers to help them devise...

Who is pushing – and buying – socially responsible investments

October 27, 2014

Socially responsible investing is on the rise, and women advisers are leading the way in offering clients opportunities to invest in a personally meaningful way. Sixty-one percent of female advisers say they have offered SRI options to clients,...

Markets in a 'bad mood' as S&P 500 gives back year's gains

October 15, 2014

The S&P 500 wiped out its gains for the year Wednesday as banks sank after reporting earnings while a drop in retail sales reignited concern about the economy and a second health worker in Texas caught Ebola. KeyCorp retreated 8.9%, the biggest...

Values-based investing entices advisers as client demand grows

October 1, 2014

Nearly five of six financial advisers say they are interested in values-based investing, and they're getting the nudge from clients. Robust client demand has been the biggest driver behind adviser interest, according to a national survey commissioned...

Morgan Stanley adds 'impact' portfolios in brokerage

September 17, 2014

Morgan Stanley (MS), which has set a goal of attracting $10 billion of client assets to sustainable investing products over the next few years, is adding two such portfolios for its wealth-management customers. The accounts invest with a range...

Smart beta, by any other name, is still smart

August 28, 2014

Smart beta, the marketing gimmick that is sweeping across the ETF space. And for good reason. Unable to kill smart beta, critics love to hate it When it comes to active portfolio management, most investors are giving up gains to fees. A bad...

Schorsch REIT board member recommends 30% alts exposure for retirees

August 27, 2014

The retail financial advice industry is late to the alternatives game. Instead of asking the crucial question “how to implement alternatives,” advisers are asking whether to do so in the first place. That's the view of Robert J. Froehlich....

Impact investing soars with $12 million green bond sale by Merrill Lynch

August 26, 2014

Merrill Lynch Wealth Management advisers sold $12 million in green bonds issued by the World Bank last week, surpassing what the investment bank expected based on similar issuances a few years ago. About 70 clients bought the AAA-rated World...

Female clients' unique approach to investing

August 17, 2014

As they do with most things, men and women think about investing differently. Heather Locus, principal at Balasa Dinverno Foltz, points to a meeting she had with a brother and sister to highlight those differences. Both had inherited funds,...

Fund managers hope for more robust socially conscious options

July 22, 2014

There was a time when asset management firms were comfortable telling faith-based investors, "God is good, see you later," says Joseph M. Kinard, a director at the Board of Pensions of the Presbyterian Church (USA). That's no longer the case....

Impact investing on the cusp of mainstream wealth management

June 29, 2014

The news releases arrived in noteworthy succession throughout 2013. Morgan Stanley, UBS AG, The Goldman Sachs Group Inc., and JPMorgan Chase & Co. — some of the biggest names in the financial services industry — announced plans to establish...

Buffett is ready to double down on his wind and solar energy bet

June 10, 2014

Warren Buffett sees his $15 billion wind and solar energy investment as just the beginning. It's chump change to the world's fifth-largest company. ”We're going to keep doing that as far as the eye can see." The European Central Bank's stimulus...

Sallie Krawcheck and Pax team on women-friendly corporate index fund

June 4, 2014

Sallie L. Krawcheck is throwing her weight and her money behind a revived mutual fund that invests in publicly traded companies that have greater numbers of women in management positions. The Pax Ellevate Global Women's Index Fund (PXWEX) is...

Impact investing here to stay

May 25, 2014

Financial advisers need to resist the urge to roll their eyes when the issue of impact investing comes up in conversation — because the topic is likely to arise more often and is becoming more important to more clients. Historically, institutional...

Schwab, Merrill and Wells find unity on impact investing

May 22, 2014

The brokers' business models may be diametrically opposed, but two men who sit in the C-suites at the Charles Schwab Corp. and Bank of America Merrill Lynch can agree on at least one thing: impact investing is here to stay. Those are the views...

When money has an impact

May 18, 2014

Ron Cordes and his wife created a family foundation with proceeds from the 2006 sale of AssetMark Investment Services to Genworth Financial, but he quickly tired of discussing how to dole out small grants to charities. He wanted 100% of the...

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