Results for "socially conscious investing"

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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...

Climate change could impact client portfolios

July 31, 2015

Advisers might want to begin talking to their clients about the investment risk of climate change before the international conference on climate in Paris in December starts generating headlines. Large institutional investors overwhelmingly incorporate...

The perils of investment crowdfunding

May 22, 2016

The Securities and Exchange Commission's crowdfunding regulations went into effect last week, which means financial advisers have another reason to pay close attention to this fast-evolving and largely misunderstood space. To begin with, we're...

Gender-focused investment strategy skips over common sense

October 14, 2015

We can agree that gender equality in both politics and the asset management industry is getting closer attention, but that doesn't mean you can just throw anything against the wall and see if it sticks. But that appears to be the case with a...

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...

XY Planning Network launches TAMP for young investors

August 29, 2017

The XY Planning Network created a technology platform for members to help them provide client service the way younger investors demand: digitally. The turnkey financial planning platform unites online onboarding for clients and robo-adviser...

Independent broker-dealer Vanderbilt revamps to focus on impact investing

July 25, 2017

An independent broker-dealer with roots dating back 52 years, Vanderbilt Financial Group is growing a new reputation for itself by committing to the socially responsible investing space. The Woodbury, N.Y.-based firm calls itself the sustainable...

Robos jumping into socially responsible investing space

January 11, 2017

Financial advisers who don't offer socially responsible investing choices are giving clients and prospects another reason to go robo. Several automated advice platforms have been created recently to pair ones' values with their investments,...

Advisers help find donor advised funds for clients' charitable dollars

December 14, 2016

Financial advisers with clients interested in impact investing may want to help them put their philanthropic dollars to work supporting their social missions before they commit resources designed to secure their financial futures. One way to...

Morningstar expands access to ESG fund scores for socially conscious investors

March 17, 2016

Morningstar Inc.'s new mutual fund sustainability rankings have been rolled out to the general public, giving individual investors a new tool for determining how well specific funds score when it comes to environmental, social and corporate...

New IRA targets socially conscious millennial savers

March 9, 2016

Digital investment firm Aspiration has launched a new IRA with a $500 account minimum that's targeted to millennials who want their money invested in companies dedicated to sustainability. "This has historically been only available to the wealthiest...

RIAs making investments to attract socially responsible clients

June 15, 2016

Socially responsible investors are the type of clients financial advisers should be clamoring for, and some large independent advisory firms are making the investments to attract them. People who want to put their money to work in companies...

Warming up to ESG funds in 401(k)s

January 24, 2016

Environmental and social investment causes, once the near-exclusive province of hippies and tree-huggers, have migrated deep into the mainstream of investing, yet such strategies are rarely seen as options on employer-sponsored retirement plans....

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...

Advisers slow to embrace socially responsible investments sought by clients

March 1, 2015

When financial adviser Marlena Sonn met Bryan Wilson three years ago, she began showing him how his investments could be aligned with his personal beliefs. “As [our] conversations progressed, it became a priority for me to have the investments...

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...

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...

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...

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...

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...

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