Results for "socially conscious investing"

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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...

Obama's sustainable-energy ideas give hope to some fund managers

November 30, 2008

The election of Barack Obama has given a new "green" light to environmental investing, and financial advisers are taking notice. During his campaign, Mr. Obama unveiled an aggressive energy plan aimed at decreasing America's dependence on foreign...

Study: Financial services firms are going green

June 23, 2008

In a move that likely will make environmentalist and actor Ed Begley Jr. proud, financial services firms are taking steps to make their offices green. In a recent survey of 124 financial services firm executives, 54 at firms planning to build...

Socially conscious investing blossoms with DOL's blessing

June 23, 2008

Ten years after the Department of Labor gave its blessing to socially conscious investments in defined contribution plans, the area finally has come of age. Some $1.88 trillion in assets were held in socially screened separate accounts managed...

Don't count out clean-energy stocks, some say

March 10, 2008

The big hit clean-energy stocks have taken this year is just an expected correction, not the end of a fad, green-investing advocates say. A correction wasn't surprising, since the clean-energy sector got ahead of itself, they contend. Last year,...

Community investment goes mainstream

January 7, 2008

Investing in disadvantaged communities is going mainstream, with a variety of investment vehicles springing up. A subset of socially conscious investing, community investment "directs capital from investors and lenders to communities that are...

Female advisers more likely to consider ESG investing strategies

November 19, 2018

A recent study conducted by InvestmentNews Research and sponsored by Calvert Research and Management measured financial advisers' perceptions of environmental, social and corporate governance investing. Among other trends, the study, "From Upstream...

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...

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...

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...

Planting the sustainable-investing seed

June 10, 2012

This is no fad but an essential part of business performance and competitiveness There has been a recent uptick in interest in investments that are green and sustainable. Unfortunately, the investment world’s attention to this market has been...

Catch the impact investing wave now

March 8, 2015

Advisers worth their salt — or the fees their clients pay them — rightly consider themselves leaders. Most pride themselves on being able to answer nearly every question from clients. These advisers know their clients deeply and provide...

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...

When money has an impact

May 18, 2014

Ron Cordes and his wife created a family foundation with proceeds from the 2006 sale of AssetMark Investment Services to Genworth Financial, but he quickly tired of discussing how to dole out small grants to charities. He wanted 100% of the...

Vanguard plans its first actively managed ESG fund

March 7, 2019

Vanguard has created its first actively managed environmental, social and governance fund, which will be added to its current ESG offerings. The Vanguard Global ESG Select Stock Fund will be managed by Wellington Management Co. and is expected...

Socially conscious funds move beyond screen test

March 31, 2013

Socially conscious funds are getting proactive. For most of their 20-plus-year history, such funds have been focused more on what stocks to avoid than those to own, but that's changing. “[Socially responsible investing] became understood as...

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...

A portfolio that purrs

May 22, 2011

Animal lovers now have their own socially screened stock portfolio to cuddle up with — without the fear of fur balls, ticks or fleas. The Humane Equity Index Portfolio, rolled out last month by Aperio Group LLC, tracks the Russell 1000 Index....

American Funds shareholders to vote on anti-genocide resolution

September 2, 2009

For the first time, American Funds shareholders will be voting this fall on whether to ask the boards of directors of 16 funds to institute a divestment policy against companies that do business in countries where genocide and crimes against...

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