Results for "socially conscious investing"

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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...

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...

Cost of passive ESG investments falling

April 25, 2019

Despite steady growth in assets and net flows into environmental, social and governance investing, many advisers still believe ESG funds underperform traditional products. But objective evidence shows differently, according to Jon Hale, head...

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,...

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...

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...

There are big benefits to investing in family-controlled businesses

April 12, 2019

Investing in family-controlled businesses requires a good amount of patience and a measure of faith, but the benefits are hard to ignore. Exactly what constitutes a family-controlled business varies, but a general definition is one in which...

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...

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...

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...

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...

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...

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...

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...

World bond index adds climate-risk screen

July 9, 2019

For the first time ever, the sovereign debt issued by the world's developed nations is being indexed according to each country's climate-risk factors. The FTSE Climate Risk-Adjusted World Government Bond Index is the latest example of the expanding...

Don't write off ESG investments out of habit — the demand is real

March 23, 2019

Opportunities in the financial services industry rarely look as inviting as the current market for investments focused on environmental, social and corporate governance factors. At around $12 trillion, which is up 38% from two years ago, ESG...

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...

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...

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