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ESG opponent Strive gets warm welcome from some state pensions
Co-founder Vivek Ramaswamy, who recently stepped down to campaign for president, has said he wants to take politics out of investing.
US SIF names new leader at a precarious time for ESG
Maria Lettini will take the helm of the influential group as sustainable investing has become a political rallying cry for some state leaders.
Vanguard’s step back from climate issues sparks ire from some clients
More than 1,000 clients signed a letter accusing the fund company of violating its fiduciary duty.
Former Northern Trust exec Shundrawn Thomas launches private equity firm
Thomas is partnering with former Bank of America credit specialist Anthony Hoye to provide financing to minority and women-led businesses.
How BlackRock made ESG the hottest ticket on Wall Street
The asset manager drove a significant part of the shift into environmental, social and governance investments by including its primary ESG fund into the model portfolios it offers to investment advisers.
Investors need to go beyond net-zero pledges
Climate-focused investors shouldn't take corporate pledges at face value. Distant timelines, reliance on unproven carbon renewal technologies and an emphasis on the 'net' side of the equation are ways for companies to get a PR boost while avoiding the hard work of real emissions reduction.
Behind the veils of direct indexing and ESG portfolio management
Building a positive impact portfolio involves the use of both negative and positive screens, as well as the consideration of trading issues and portfolio weighting.
Helping investors cut through the noise of ESG investing
Despite record-level asset flows into ESG strategies, the category is still saddled with a reputation it has long outgrown.
US SIF offers guide for advisers
The nonprofit supporting sustainable investing suggests six steps advisers can use to start or strengthen a sustainable investment practice.
ESG space should welcome the regulatory spotlight
Support from corporate executives and slick marketing is no match for rules and regulation when it comes to managing sustainable portfolios.
SRI or die: Time to get on board the responsible investing trend
Advisers aren’t talking to their clients about SRI investing, or if they are, they aren’t taking it seriously — which will ultimately be to their own detriment.
Sustainable fund assets grew 12% in Q2: Morningstar
Inflows to 4,929 funds worldwide fell 24% from the first quarter’s record $184 billion, according to a Morningstar report.
Too much regulatory oversight seen threatening ESG growth
Experts acknowledge the "Tower of Babel" criticism regarding ESG guidelines and nomenclature, but are concerned too much structure could be harmful.
J.P. Morgan acquisition of OpenInvest gives wealth managers another ESG tool
The bank is expected to pair OpenInvest with 55ip to enhance its private banking technology platform.
Decentralizing proxy power
Twenty-two percent of the shares of a typical S&P 500 company sit in the portfolios of the Big Three index fund companies: BlackRock, State Street and Vanguard. This is a massive voting bloc, especially when you factor in that many shareholders don't take the time to vote.
ESG investing can be volatile — but doesn’t have to be
Investors in concentrated ESG strategies have experienced crashing lows from the highs of last year, while broadly diversified strategies have offered a smoother ride and still beat the S&P 500.
Texas legislature passes anti-ESG bill
If the governor signs the bill, the state's six public pension funds would be prohibited from investing in financial products that boycott energy companies.
Learning to talk ESG with clients
Global ESG Summit takes a deep dive into how advisers and clients can get on the same page when it comes to sustainable investing.
Putnam launches its first ETFs
The four actively managed funds are based on strategies employed in the asset manager's mutual funds, including ESG offerings.
Federated Hermes takes advisers to school on ESG
The company's new Responsible Investing Institute taps into the growing appeal of ESG investing by giving financial advisers a road map to building portfolios and working with clients. Beyond the courses, the curriculum also include podcasts.
