Results for "socially conscious investing"

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Understanding client values builds deeper relationships

August 21, 2018

Often when advisers meet with clients or prospects, they spend the majority of the time discussing portfolio construction, risk-adjusted rates of return and other minutiae that make the average person's eyes glaze over. Since technology has...

Think twice before dropping controversial stock holdings

January 15, 2013

Plan sponsors may want to hold off if they're thinking of selling stocks of controversial companies such as firearms manufacturers, despite the fact that some public pension plans are reviewing their holdings of such stocks. New York state is...

Advisers keen to offer clients socially responsible investments: Survey

June 8, 2012

Most financial advisers believe they could build their businesses with investment products that marry financial return with social and environmental impact, according to a Calvert Foundation survey of 1,065 advisers released yesterday. About...

A new tax break for impact investing has arrived

July 30, 2018

Financial advisers have a new way to deliver impact investing to wealthy clients — one that comes with substantial tax benefits — courtesy of a fledgling federal tax law. The law created a way to invest in "qualified opportunity zones,"...


January 4, 2009

Although political sentiment is warming to environmentally sensitive policies, the green movement may not be ready for a boom in investing in 2009. Some observers question the viability of green industries, and financial advisers are waiting...

Congressional caucus asks funds to divest in Sudan

September 22, 2008

The Congressional Human Rights Caucus is pressuring mutual fund companies voluntarily to divest their holdings in companies that do business in Sudan. Under U.S. law, it is legal for asset management firms to invest in foreign companies that...

Going green isn't easy, advisers and investors say

August 18, 2008

There are many shades of green — and there are many varieties of green funds. And while fund companies are jumping on the environmentally conscious bandwagon, some financial advisers and investors are cautious about whether the funds are really...

Fund industry lobs proxy counterpunch

July 21, 2008

Stung by media and union criticism that their proxy votes are in the pockets of corporate management, the mutual fund industry is fighting back. "Funds are not approaching these issues monolithically," Investment Company Institute president...

Options to invest in innovative technologies that address water shortages are limited

April 19, 2015

It only takes a single image of cracked and dusty ground somewhere in California to appreciate the reality of water as a limited resource. Given that, you might expect the greatest minds in technology, engineering, innovation and government...

Values-based investing entices advisers as client demand grows

October 1, 2014

Nearly five of six financial advisers say they are interested in values-based investing, and they're getting the nudge from clients. Robust client demand has been the biggest driver behind adviser interest, according to a national survey commissioned...

BlackRock, Wells Fargo reportedly preparing ESG funds for 401(k) plans

June 13, 2018

Doing good and saving for retirement may soon get easier. BlackRock Inc. and Wells Fargo & Co. are developing their first-ever ESG funds for retirement savings plans, seeking to tap into growing demand for ethical investing. Both firms plan...

Break the sustainable-investing bottleneck

January 2, 2018

InvestmentNews' December ESG section wasn't just a "feel good overview" to close out the year. You've probably seen that every financial news outlet in every corner of the industry is focused on sustainable investing as the next great leap for...

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 ranked by one-year total return

March 1, 2015

Values-based investing won new attention this quarter when BlackRock Inc. announced plans to launch BlackRock Impact, a unit catering to investors' social, environmental or religious goals. But the largest money manager is just one of many companies...

Socially conscious funds by category, ranked by one-year total return

December 8, 2014

Domestic Equity Funds Fund 1-year return 3-year return 5-year total return Portfolio net assets ($M) Expense ratio* Praxis Growth Index Fund I (MMDEX) 20.02% 21.11% 16.20% $164.7 0.47% Parnassus Endeavor Fund (PARWX) 19.10% 22.67% 16.13% $650.9...

ESG funds boosted by women and millennial investors

December 2, 2017

Women and millennials are responsible for the doubling of ESG assets to $8.1 trillion worldwide since 2014 — and you can expect that trend to continue. The obvious reason: They have more money, said Jordan Farris, head of ETF product development...

Impax Asset Management to acquire Pax World

September 18, 2017

Impax Asset Management Group of the U.K. is acquiring Pax World Management, the investment adviser to Pax World Funds, creating a global firm specializing in sustainable investing. Under the terms of the deal, Impax will acquire Pax for $52.5...

Radnor Capital Management is back - this time as an RIA

September 23, 2012

E.F. Hutton & Co. isn't the only venerable brand to rise again in the advisory industry. Radnor Capital Management LLC, an old-school wealth management shop based in Wayne, Pa., is back — this time as an independent registered investment adviser...

Ethical investments could give hedge funds an edge

September 9, 2012

Hedge fund managers are usually thought of as cold, hard capitalists and not the types who are interested in socially conscious investing. But if they are looking for investment money, they may want to consider strategies that offer social and...

Investing in virtue is hard when few companies qualify

April 18, 2018

It's not easy being a socially conscious investor. To see why, look no further than Facebook Inc. By any reasonable ethical standard, the social media giant doesn't measure up. The Cambridge Analytica debacle and its aftermath revealed that...

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