Displaying 111 results
DOL took ‘ESG’ out of rule, added new hurdle for 401(k)s
Plan fiduciaries could have to prove that nonfinancial factors of ESG funds are in the best interest of workers, one lawyer said
Advisers weigh risks of adding ESG to retirement plan menus
With demand from investors growing, plan sponsors focus on their fiduciary duty
More companies embrace climate risk disclosure than actually do it
Six in 10 of world's 100 biggest public companies want businesses to measure and disclose how possible climate outcomes could impact performance
ESG is coming for emerging markets
A top-performing emerging markets bond fund shuns investments from many countries because of their low ESG ratings
Why is ESG used most in retirement plans? It’s not performance
Institutional investors use environmental, social and governance factors to align with stakeholders, according to a report by Callan
Bond market refresh
ESG isn’t just for equities anymore, as financial advisers respond to growing demand for a greener fixed-income market
BlackRock, Vanguard, Transamerica roll out latest ESG funds
By applying ESG screens, the new funds alter the composition of the traditional indexes
Americans believe sustainable funds can offer higher returns
The Schroders survey found only 4% of respondents wouldn’t invest because they fear worse performance
Investors paying more attention to the S in ESG: Survey
Governance is still tops, but the pandemic has led to more concern about social factors
How tech tools are expanding access to ESG investing
Experts from Charles Schwab, Merrill Lynch and Fidelity address how advisers can use digital tools to increase investor engagement
OpenInvest launches ESG reporting software
Advisers will have an easier time exposing clients to companies that meet customizable environmental, social and governance guidelines
ESG assets expected to top $53 trillion by 2022: Celent
Social, economic and market factors are accelerating investor appetite for a more sustainable approach to investing
ESG could thrive in 401(k) plans, despite DOL rule
Even as the regulator moves to stem the funds in retirement plans, there are ample opportunities, according to speakers at the NAPA 401(k) Summit
ESG appeal survives test of market pullback
A focus on ESG diverts attention from investment performance, especially in times of market volatility, according to a recent Morningstar study
Labor Department’s ESG proposal likely to advance amid overwhelming opposition
More than 95% of nearly 8,700 comment letters opposed the rule, according to a recent study by US SIF
Why advisers should bring up ESG with clients
Help clients put their money where their mouths are
Why advisers are slow to recognize the world moving toward ESG
Wealth managers need education to learn differences between ESG and SRI
$120M firm transitions to 100% ESG investing
Gitterman Wealth Management sees an opportunity for advisers to gain market share by tapping into the ESG space.
ESG investors have nothing to lose but ‘indifference’
Sophisticated investors are asking about ESG in discussions with their financial professionals, some motivated by research showing that sustainable investing improves returns. Others — especially wealthy individuals — want their investments to improve the world.
What’s the biggest risk for ESG investing? Ignoring it
Investment professionals and true believers gathered in New York to explore investment opportunities in this growing space
