Results for "socially conscious investing"

Displaying 197 results

Sort: Date | Relevance

Author:

What is impact investing and which wealth demographic cares?

April 22, 2014

Advisers who plan to be in business 10 years from now or intend to seek assets from younger investors need to become familiar with the universe of impact investing. Unlike socially responsible investing's focus on screening out certain types...

Merrill Lynch adds social impact portfolios to platform

June 15, 2015

Bank of America Merrill Lynch has expanded its lineup of social impact investing offerings, creating new portfolios for clients who want to align their assets with their values. The firm's platform now includes five of these portfolios made...

SunEdison's hard lesson for renewable-energy investors

March 31, 2016

The spiraling collapse of the once high-flying renewable-energy giant SunEdison (SUNE) is mostly a story about an overly-aggressive growth strategy that saddled the company with more debt than it could handle. But it is also a story about the...

Green bonds climb as investors try to match their environmental goals

March 1, 2015

In a relatively short eight years, green bonds have come from out of the blue to give fixed-income investors a feel-good alternative. Environmentally correct bonds have emerged as a legitimate force in fixed income, with issuance hitting $36.6...

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...

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,...

Tax turmoil boosts donor-advised funds but stock market rally helps too

January 31, 2014

The Obama administration's tax hikes on affluent Americans — along with a strong stock market and fears that the government would push tax rates even higher — led to an increase in giving to donor-advised funds last year. Major providers...

DOL supports ESG fund use in 401(k) plans

October 22, 2015

The Labor Department wants to make it easier for 401(k) plans to use environmental, social and governance funds by issuing new guidance meant to boost plan fiduciaries' consideration of such funds. Fiduciaries had been wary of introducing ESG...

Morningstar shines an ESG light on all mutual funds and ETFs

August 14, 2015

Morningstar Inc. will be doing its part to inform investors on environmental, social and governance causes across the investment landscape by attaching impact scores to all mutual funds and exchange-traded funds. The scores, which will be calculated...

Bill Gross compares Chinese economy to 'mystery meat'

February 5, 2014

Bill Gross calls China one of the biggest risks for global markets. The Bond King compares the slowing Chinese economy to bologna, as in nobody knows what's in there. ”The last wild card” JPMorgan gets the green light to settle two lawsuits...

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....

Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

March 1, 2016

Morningstar Inc. on Tuesday morning rolled out its first batch of mutual funds scored with sustainable-investing grades related to social, environmental and corporate governance screens applied to the underlying securities in each fund. The...

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...

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...

Merrill Lynch tells its advisers to get some water

March 3, 2015

A top strategist at Bank of America Corp.'s Merrill Lynch unit is asking the firm's more than 14,000 financial advisers to consider an alternative asset to buoy sinking commodity returns: water. It may not be listed on the New York Mercantile...

What we'll remember about the markets in 2015

December 29, 2015

Reflecting on 2015, I'm inclined to dub it the year of “It's about time.” After years of taunting and teasing, the Federal Reserve finally pulled the trigger in December with the most hyped 25-basis-point interest-rate hike in history, leading...

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...

« Previous Page

1 ... 6 | 7 | 8 | 9 | 10

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.