Results for "socially conscious investing"

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Which investors are most attracted to ESG investments and why?

December 2, 2017

Increasingly, Americans are seeking to link their values to their investment portfolios. But not all advisers feel equipped to dole out advice on responsible investing. See what motivates advisers who back environmental, social and governance...

Morningstar's sustainability ratings: An opportunity to talk to your clients about responsible investing

July 29, 2016

While growth and interest in responsible investing has been strong, however, a TIAA Global Asset Management survey found that many advisers fail to engage their clients on the topic. Furthermore, the same survey found there is a broad disconnect...

Buffett: Think green or forgo green

April 8, 2012

Companies won't last if they fail to consider the impact of their businesses on the environment, according to Warren E. Buffett, the billionaire chairman and chief executive of Berkshire Hathaway Inc. “Taking shortcuts is not the pathway to...

Adviser education key to solving 'ESG paradox'

July 21, 2018

Call it the "ESG paradox." About 80% of advisers report that clients bring up environmental, social and governance factors in investment conversations, according to research from InvestmentNews. But despite the investor interest, only about...

Cashing in on green investing

April 12, 2009

For those determined to put their money where their passions are, the world of environmentally conscious investing offers a growing list of opportunities. The challenge, assuming that those same passionate investors also want to enjoy some positive...

Organizations urge Obama to push corporate responsibility

February 8, 2009

Led by the Social Investment Forum, more than 50 organizations are calling on President Obama to establish an Office of Innovation in Corporate Responsibility within the White House. In a Jan. 29 letter to the president, the groups called for...

Advisers, investors put faith in Catholic funds

May 12, 2008

The market may be drifting, but many of America's 60 million Roman Catholics are sure of the investment path they have chosen: mutual funds guided by Catholic ethical and moral principles. Ave Maria Mutual Funds, which invests according to these...

Sentinel launches two do-good mutual funds

April 14, 2008

Expanding into what some industry observers see as a significant growth area, Sentinel Asset Management Inc. last week launched two funds focused on socially conscious investing. The funds mark the 75-year-old Montpelier, Vt., firm's first foray...

Activists push 'genocide-free investing' resolution

February 18, 2008

An organization advocating divestment from companies that support the economies in countries perpetrating genocide won an initial victory in bringing their cause to the fund boards of more than two dozen Fidelity funds. Investors Against Genocide...

Investors see the green in 'going green,' survey finds

January 21, 2008

Investors are becoming interested in environmentally aware companies from an economic rather than a socially conscious perspective, and many are turning to their financial advisers for help in going green. That's one of the highlights of a survey...

Pax fund focuses on firms that empower women

January 7, 2008

A woman's place is in the House and Senate, said the late feminist and congresswoman Bella Abzug. Today, include the marketplace as well. "We are living in a time when people are beginning to realize that gender inequality holds back economies,...

Socially conscious fund firms spread their asset-class wings

December 10, 2007

Investors eyeing socially conscious funds are no longer looking merely at the social issues; they are also looking for performance — a change that has resulted in new offerings from fund firms in asset classes that have been underrepresented...

How to get investors excited about ESG ETFs

September 18, 2018

Let's be honest: Exchange-traded funds that focus on environmental, social and governance have been a giant dud. They only have about $6 billion in assets, or just 0.2% of all money invested in ETFs, despite to-die-for PR that eludes most categories....

Finra reminds brokerages of a client's right to a straight answer

April 20, 2019

A regulatory notice issued earlier this month by the Financial Industry Regulatory Authority Inc. told member firms that they must "communicate clearly, and without obfuscation," when the brokerage firms or its managers are asked questions by...

Who is pushing – and buying – socially responsible investments

October 27, 2014

Socially responsible investing is on the rise, and women advisers are leading the way in offering clients opportunities to invest in a personally meaningful way. Sixty-one percent of female advisers say they have offered SRI options to clients,...

Morgan Stanley adds 'impact' portfolios in brokerage

September 17, 2014

Morgan Stanley (MS), which has set a goal of attracting $10 billion of client assets to sustainable investing products over the next few years, is adding two such portfolios for its wealth-management customers. The accounts invest with a range...

Fund managers hope for more robust socially conscious options

July 22, 2014

There was a time when asset management firms were comfortable telling faith-based investors, "God is good, see you later," says Joseph M. Kinard, a director at the Board of Pensions of the Presbyterian Church (USA). That's no longer the case....

Impact investing on the cusp of mainstream wealth management

June 29, 2014

The news releases arrived in noteworthy succession throughout 2013. Morgan Stanley, UBS AG, The Goldman Sachs Group Inc., and JPMorgan Chase & Co. — some of the biggest names in the financial services industry — announced plans to establish...

Schwab, Merrill and Wells find unity on impact investing

May 22, 2014

The brokers' business models may be diametrically opposed, but two men who sit in the C-suites at the Charles Schwab Corp. and Bank of America Merrill Lynch can agree on at least one thing: impact investing is here to stay. Those are the views...

Adopting ESG factors to improve returns, reduce risk

September 24, 2013

Over the last twenty years, the social investing industry has grown and changed. It has moved from “negative screening,” such as divesting from South Africa or excluding “sin stocks” from the portfolio, to a more positive approach that...

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