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SEC’s climate disclosure proposal hits nerves
Sustainable investors say it should go further while opponents claim the SEC lacks authority to pass a rule.
Fintech Bytes: iCapital, Morningstar, RIA in a Box
For some additional reading material in between cookouts and baseball games this weekend, here are the rest of the week’s adviser fintech headlines.
Avoiding dividend yields that look too good to be true
Russia funds yielding between 300% and 3,000% represent the ultimate value trap. A better bet would be funds offering much lower yields.
Who’s afraid of ESG?
There is a struggle to define ESG, and opponents are using that to their advantage.
High-yield funds get ESG treatment
Several US fund managers are taking an interest in this small but growing area of the market.
Passive ESG: More active than the average index fund?
There is more going on in the ESG world, as seemingly passive funds have an element of active management that other index funds do not.
Sustainable funds resilient amid market volatility
Despite macroeconomic headwinds, sustainable funds in most regions have held up better than conventional market.
Advisers who ignore ESG do so at their own r-i-s-k
As interest in ESG investing grows, advisers are reaching an inflection point.
Morningstar Office users now can manage held-away accounts
The deal with fintech Pontera provides ability to do more complete household reporting.
Climate funds double in assets: Morningstar
A report shows that in the US, total money in climate mutual funds and ETFs hit $31 billion at the end of 2021.
Capital Group, Morningstar offer personalized TDFs
Target Date Plus helps participants to determine a mix of target-date funds that is more suited to their particular needs.
Morningstar’s initial retirement report shows ‘alarming’ DC plan shrinkage
Jack VanDerhei, formerly director of research at EBRI, joins the firm’s new unit.
Amundi gives fund an ESG makeover
The Pioneer Global Sustainable Equity Fund will invest at least 80% of net assets in ESG-friendly holdings.
Energy sector rally exposes Achilles’ heel of ESG investing
ESG indexes that are loaded with technology and shun energy have been taking it on the chin so far in 2022.
ETFs set another record in race to take over mutual funds
In stride with record net inflows, the ETF industry is launching new funds and finding creative ways to take market share from the legacy mutual fund space.
Mutual fund investors brace for hefty capital gains taxes
As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.
Hedging inflation requires tiptoeing through TIPS
Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.
Short-term ESG performance shines light on active management
A relatively strong third-quarter performance by some types of environmental, social and governance funds reignites the debate over ESG alpha.
Morningstar’s ByAllAccounts adds Blockchange solution
The company’s digital asset TAMP is integrating with the tools of other platform partners.
Don’t worry about inflation, but do prepare for it
Portfolio managers debate the best way to hedge inflation risk while also downplaying the likelihood of rising prices.
