Results for "socially conscious investing"

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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...

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...

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...

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...

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,...

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...

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....

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...

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...

Green Century touts small carbon footprint in fund

July 22, 2009

In a move to raise awareness about transparency in green investing, Boston-based Green Century Capital Management Inc. today announced the results of a carbon analysis of one of its mutual funds. Based on measuring the tons of carbon emissions...

ICCR unveils independent climate-risk profiles

February 5, 2009

The Interfaith Center on Corporate Responsibility said today that it has compiled “climate-risk profiles” on more than 150 companies that are the subjects of 2009 shareholder resolutions filed by socially conscious investors. The profiles...

Envestnet revs up socially conscious practices

December 1, 2008

Envestnet Asset Management today announced enhancements to its sustainability platform in response to a growing interest in socially conscious investing, which accounts for one in every nine dollars under portfolio management in the United States....

Socially conscious funds on a roll

November 26, 2008

Socially conscious funds are one of the highest growth areas of the mutual fund industry and have outperformed their peers in recent time periods, according to a study released today by New York-based Lipper Inc. Since 2001, assets in socially...

UBS Investments unveils donor-advised fund

November 25, 2008

UBS Investments of New York today launched its first donor-advised fund program. The UBS Donor Advised Fund is being offered in partnership with the National Philanthropic Trust, a national public charity and service provider for donor-advised...

Firms join to make socially conscious indexes

October 28, 2008

KLD Research & Analytics Inc. and FTSE Group today announced a strategic partnership designed to offer a comprehensive offering of environmental, social and governance research and indexes. Under the partnership, London-based FTSE will collaborate...

Henderson launches Future Fund

September 2, 2008

Henderson Global Investors, the Hartford, Conn.-based unit of Henderson Global Investors Ltd. of London, has launched the Henderson Industries of the Future Fund. The mutual fund seeks to invest in companies that contribute to an “environmentally...

Pax socially irresponsible, SEC says

July 30, 2008

The Securities and Exchange Commission has charged Pax World Management Corp. with violating investment restrictions in socially conscious mutual funds. Neither admitting nor denying the SEC’s findings, the Portsmouth, N.H.-based fund manager...

'Terror free' index to debut

March 26, 2008

The FTSE Group and Conflict Securities Advisory Group, Inc. have teamed up to roll out a Terror-Free Index Series. The FTSE CSAG Terror-Free Index Series will be issued to institutional investors on March 31 and is expected to be available on...

Dow Jones Dharma aims for good karma

January 15, 2008

Dow Jones Indexes and Dharma Investment Group have launched the Dow Jones Dharma Indexes, which measure the performance of companies selected according to the values and principles of Dharmic religions, such as Hinduism and Buddhism. The Dow...

Impact investing here to stay

May 25, 2014

Financial advisers need to resist the urge to roll their eyes when the issue of impact investing comes up in conversation — because the topic is likely to arise more often and is becoming more important to more clients. Historically, institutional...

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