Results for "socially conscious investing"

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Lipper plans ESG scoring system for mutual funds

March 12, 2019

In the latest acknowledgment by the financial services industry of a more socially conscious investor universe, Lipper plans to roll out a system for grading mutual funds based on social, environmental and corporate governance parameters. The...

Money in donor-advised funds can make impact before distribution

November 15, 2018

Charitable investors who set up donor-advised funds to ultimately give the proceeds to specific issues, like gender-based causes or environmental protection, may be surprised to find their money sitting in the fund actually works against their...

The death of the fund — and what comes next

January 28, 2019

Mutual funds and ETFs are dead. In the next few years, the entire rationale for investing via funds will dissolve. Advances in technology have transformed industry cost structures. Absent the need to pool assets for volume discounts, advisers...

Withdrawal from Paris accord will spur interest in ESG, advisers say

June 1, 2017

President Donald J. Trump's decision to withdraw from the Paris climate accord and renegotiate its terms won't lessen the need for environmental, social and governance investing, financial advisers say. Rather, it will increase it. In the United...

The five biggest myths about impact investing

April 20, 2017

Did you hear that if you yell loud enough in the mountains, you can cause an avalanche? Are you aware that if you drop a penny from a skyscraper, you can kill someone or that you can pick up radio signals through a tooth filling? None of these...

First-of-its-kind certification introduced for SRI investing

October 10, 2018

The College for Financial Planning has partnered with US SIF: The Forum for Sustainable and Responsible Investment to introduce the first certification for sustainable, responsible and impact investing. The "Chartered SRI Counselor" designation,...

Tapping the potential of responsible investing by debunking the myths

March 1, 2015

Once perceived as a niche area of asset management with relatively limited appeal, responsible investment (RI) has evolved into a diverse, globally recognized discipline, encompassing a wide range of strategies that have gained momentum with...

The challenges and opportunities of impact investing

March 1, 2015

In recent years, the term impact investing has mushroomed to encompass the older labels of SRI (socially responsible investing), MRI (mission-related investing) and ESG (environment, social, governance), among others. Those of us in the field...

How sustainable investing is like climbing a mountain

January 26, 2017

When I climbed Mount Everest, the best moment wasn't actually on the summit itself — it was well below the summit, when I first realized that my fellow climbers and I would indeed reach the top. When climbing a mountain, progress is a matter...

Use of sustainable-investing strategies in U.S. assets increases 38%

October 31, 2018

More than a quarter of U.S. assets under professional management used sustainable-investing strategies as of the beginning of 2018, a 38% increase from two years earlier, according to a new report. Sustainable, responsible or impact-investments...

TD Ameritrade adds socially aware portfolios to retail robo adviser

September 7, 2018

TD Ameritrade is adding five new "socially aware" portfolios to Essential Portfolios, the company's retail robo-adviser. The portfolios will offer ETFs with environmental, social and governance (ESG) factors, as assessed by the Morgan Stanley...

Social investing on upswing, foundation manager says

March 8, 2009

Investors who previously ignored socially conscious investments are eyeing them now, an official with the Calvert Social Investment Foundation said last week. "We're getting mainline pensions," Art Stevens, relationship manager with the group,...

Educate clients on new socially conscious offerings

April 21, 2008

Tools designed to help investors avoid investments in countries that sponsor terrorism or genocide, or that violate the human rights of their citizens, are the latest offerings from financial services firms. These tools include exchange traded...

Advisers skeptical about screening companies for terrorist links

April 14, 2008

Screening companies for their ties to countries deemed sponsors of terror is a concept that seems to intrigue investors. But whether a company's ranking on a "terror-free" scale will influence an individual investor's portfolio decision-making...

Assets jump 18% in socially conscious investments

March 10, 2008

A growing desire among investors to align their portfolios with their personal and political beliefs is transforming the financial services landscape and creating opportunities and challenges for financial advisers. "I have to admit, the recent...

Ignoring risk of climate change could put companies in hot water

February 25, 2008

After a sputtering start, the green revolution appears to be steadily making its way into corporate boardrooms. An increasing number of businesses are conducting annual surveys of carbon dioxide footprints. Some are filing CO2 inventories with...

Advisers not sold on ESG fund strategies

January 25, 2019

Even a boom in exchange-traded funds touting their environmental, social and governance credentials isn't enough to convince investors to buy these strategies. A new report from Cerulli Associates, a Boston-based research and consulting company,...

TIAA launches robo-adviser with access to SRI funds

June 6, 2017

TIAA introduced a robo-advice offering on Tuesday that includes a broader range of investment choices than most other digital advice platforms. The 100-year-old firm, with $938 billion in assets under management, is most known for providing...

Demand for ESG investing is knocking at your door ... or should be

October 29, 2018

Financial advisers don't need to worry about defining socially responsible investing as much as they need to focus on making sure they can describe the concept overall, help clients with investment choices, and why clients might be interested,...

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...

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