Results for "socially conscious investing"

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What's the biggest risk for ESG investing? Ignoring it

December 5, 2019

When thinking about ESG — environmental, social and governance — investing factors, try to just think about it as investing. That's the general message coming out of the InvestmentNews​ ESG & Impact Forum at the United Nations in New York...

Why one adviser went all-in on ESG when Donald Trump became president

December 6, 2019

Three years ago, when Jeffrey Gitterman transitioned his $120 million advisory firm to be 100% focused on ESG investing, he said the key to getting clients on board was in the explanation. Even though he admits that the Gitterman Wealth Management...

Markets are putting a price on climate risks

December 4, 2019

Climate specialists have warned for years about a "carbon bubble" in which markets ignore or massively undervalue the risks to companies from climate change. Two new studies suggest, however, that financial markets have started seriously pricing...

Women in developing nations need impact investing

November 15, 2019

Impact investing continues to grow in popularity, but that increased profile masks the underlying issues. [More:​ Impact investing and what it means for financial advisers] As impact investors use their funds to bridge gaps in development...

Robo adviser SRI portfolios outperform traditional investing styles

November 4, 2019

Socially responsible portfolios are outperforming their standard counterparts offered by several digital advisers, according to a new report by research firm Backend Benchmarking. Backend looked at six socially responsible investing portfolios...

Morningstar ratings to begin incorporating ESG risk next month

October 4, 2019

Every day I see more evidence that sustainable investing is taking hold. Glancing at CNBC last month, there was Josh Brown exclaiming that "ESG and people investing in a socially responsible way is the megatrend of our generation and younger."...

Looking under the hood of an ESG-focused high-yield bond fund

November 18, 2019

Tim Leary took over as lead manager of the RBC BlueBay High Yield Bond Fund (RGHYX) in January 2017, 10 months before the fund was converted to focus on environmental, social and governance causes.​ Mr. Leary, 37, admits that at times he's...

TD Ameritrade adds ESG portfolios to 529 plan

October 24, 2019

TD Ameritrade Holding Corporation has added socially aware portfolios to its 529 college savings plan offered in Nebraska and available nationally. [More:​ Advisers should bring up ESG with clients, before they ask] The company said in a release...

Advisers should bring up ESG with clients, before they ask

October 12, 2019

Not so long ago, analyzing investments through the lens of environmental, social and governance criteria was considered a fringe practice that appealed to a very small segment of the investing public. [More: Why aren't advisers warming up to...

Ultra-rich want wealth to make a difference

September 20, 2019

The Global Impact Investing Network estimates the current size of the impact-investing market is at least $500 billion, but the potential size of the market is much bigger — as much as $269 trillion according to a recent report from the International...

Rich families pour wealth into ESG investments

September 16, 2019

Super-rich families are increasingly including sustainability and ethics in founding principles of their private investment firms, according to Fabrizio Campelli, Deutsche Bank's global head of wealth management. "Family offices are now putting...

3 tips for the doomsday investor

August 2, 2019

Opinions on climate change vary drastically from person to person. Discussing the appropriate course of action can also often be obfuscated by tangentially impacted circumstances, like the massive lifestyle changes that first-world citizens...

Why aren't advisers warming up to ESG?

October 5, 2019

The idea of investing to make money — and to make the world a better place — is becoming as common as buying an index fund. More people want to align their capital with their values nowadays, and they want to invest in companies that are...

401(k) plans lag in ESG investing

October 5, 2019

American investors have been pouring money into funds focused on environmental and social good, but among those investors has been one notable exception: participants in workplace retirement plans. But this is likely to change according to experts,...

ESG hardliners blacklist $16 trillion US treasuries market

October 16, 2019

Some of Europe's strictest ESG funds are snubbing the world's most liquid investment — the $16 trillion U.S. Treasuries market. A 33 billion-euro ($36 billion) French state pension plan and ESG funds run by the likes of Erste Asset Management,...

ESG data getting better as the market matures

August 21, 2019

As management consultant Geoffrey Moore has observed, "Without big data, you are blind and deaf in the middle of a freeway." Historically, that's been the most challenging part of investing using environmental, social and governance factors,...

Pacific Life shutters ESG robo-adviser Swell Investing

July 25, 2019

Pacific Life Insurance is pulling the plug on Swell Investing, a digital advice platform offering sustainable investing-themed portfolios for retail clients and for advisers to offer their clients. Swell's homepage has been replaced with a message...

How we fight climate change matters

December 13, 2018

Sustainable and impact investors are set to intensify their decades-long support for action on climate change on the heels of a recent report from the Intergovernmental Panel on Climate Change and the Fourth National Climate Assessment, issued...

Fidelity, Dynasty back new tech-powered ESG asset manager

July 18, 2019

Ethic, an asset manager that uses technology to build custom sustainable investing portfolios for advisers, now has the backing of Fidelity Investments and Dynasty Financial Partners. Fidelity was part of $13 million round of funding, led by...

Millennials finally ready to invest sustainably

September 13, 2019

Wealthy millennials are finally thinking about investing in sustainable companies almost as much as they shop for socially conscious products in stores, according to a survey released Thursday. About 95% of millennials — which the survey classified...

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