Results for "socially conscious investing"

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Former hedge funder seeks to improve ESG investing

August 28, 2018

It's an age-old investing question. Can you do good and do well at the same time? Ethan Powell is on a mission to prove that you can. The 43-year-old former hedge funder is using his non-profit finance firm, Impact Shares Corp., to create a...

Understanding client values builds deeper relationships

August 21, 2018

Often when advisers meet with clients or prospects, they spend the majority of the time discussing portfolio construction, risk-adjusted rates of return and other minutiae that make the average person's eyes glaze over. Since technology has...

Active money management isn't going to disappear

August 13, 2018

There's a line of argument in the financial press that suggests that active money management is dying, a victim of high fees and underperformance versus low-cost indexing that captures average market returns. News flash: This is anything but...

3 ways advisers should prepare for ESG conversations with 401(k) clients

August 2, 2018

Retirement plan advisers likely won't know when environmental, social and governance investing — also known as sustainable investing and impact investing — factors will be of interest to clients. That's why they need to develop a plan in...

A new tax break for impact investing has arrived

July 30, 2018

Financial advisers have a new way to deliver impact investing to wealthy clients — one that comes with substantial tax benefits — courtesy of a fledgling federal tax law. The law created a way to invest in "qualified opportunity zones,"...

Adviser education key to solving 'ESG paradox'

July 21, 2018

Call it the "ESG paradox." About 80% of advisers report that clients bring up environmental, social and governance factors in investment conversations, according to research from InvestmentNews. But despite the investor interest, only about...

How advice is changing

July 21, 2018

Adviser use of exchange-traded funds continues to rise, as does their interest in investments that take environmental, social and governance factors into consideration. Various surveys over the last couple decades bear out this trend. Two decades...

Philanthropy a growing part of advisory relationship

July 19, 2018

More advisers and their high-net-worth clients are discussing philanthropy these days, but clients are less motivated by the tax benefits of giving than advisers believe, according to a study by U.S. Trust. The survey found that a higher proportion...

Facebook data privacy issue already identified by ESG investment screens

July 13, 2018

Shortly after it was revealed that Cambridge Analytica collected data on Facebook users during the 2016 election campaign, Domini Impact Investments, a registered investment advisory firm that specializes in responsible investing, decided to...

Vanguard files for two ETFs with ESG focus

June 27, 2018

Vanguard filed a preliminary registration statement with the Securities and Exchange Commission for two exchange-traded funds to complement its existing environmental, social and governance (ESG) mutual fund. The two new funds, the Vanguard...

Advisers still think ESG strategies underperform

June 25, 2018

Despite mounting evidence to the contrary, performance worries still keep advisers from implementing investment strategies that take into account environmental, social and governance concerns. A study released Monday by Cerulli Associates found...

BlackRock, Wells Fargo reportedly preparing ESG funds for 401(k) plans

June 13, 2018

Doing good and saving for retirement may soon get easier. BlackRock Inc. and Wells Fargo & Co. are developing their first-ever ESG funds for retirement savings plans, seeking to tap into growing demand for ethical investing. Both firms plan...

Investing in virtue is hard when few companies qualify

April 18, 2018

It's not easy being a socially conscious investor. To see why, look no further than Facebook Inc. By any reasonable ethical standard, the social media giant doesn't measure up. The Cambridge Analytica debacle and its aftermath revealed that...

Family foundations beginning to shame public companies to invest more in ESG causes

April 12, 2018

John D. Rockefeller founded Standard Oil Co., and as a result was the richest person on the planet when he died in 1937. Yet, some of his 200-plus living descendants have embarked on a mission to challenge Standard Oil offspring Exxon Mobil...

Pacer rolls out ETF that invests in veteran-friendly employers

April 10, 2018

Pacer ETFs has launched an exchange-traded fund that invests in companies with the best hiring records for veterans — a first for environmental, social and governance funds. The Pacer Military Times Best Employers ETF (VETS) selects publicly...

How nuns got Wells Fargo to address its ethical lapses

March 6, 2018

Wells Fargo & Co. agreed to publicly report on the root causes that led to a rash of ethical lapses in recent years, a group of investors said. The group, led by the Interfaith Center on Corporate Responsibility and including about 20 religious...

ESG and impact investing: Do you know the difference?

February 20, 2018

As investors increasingly rally behind the concept that their investment choices yield the ability to positively impact social or environmental issues, interest in impact investing has skyrocketed. Of the more than 22,000 investors worldwide...

Is ESG investing going mainstream?

February 10, 2018

It is still easy to find naysayers of investing based on environmental, social and governance factors, but those critics who once held the high ground of quantitative and rational analysis are starting to feel the ground slowly crumble beneath...

Personal Capital is the latest robo to offer SRI

February 9, 2018

Personal Capital is the latest digital advice provider to offer investors socially responsible investment strategies. For no extra charge to clients, Personal Capital will screen U.S. equity holdings based on environmental, social and governance...

Break the sustainable-investing bottleneck

January 2, 2018

InvestmentNews' December ESG section wasn't just a "feel good overview" to close out the year. You've probably seen that every financial news outlet in every corner of the industry is focused on sustainable investing as the next great leap for...

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