Investing

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Topic

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.

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How different are retirement portfolios built by investors, advisers?

Except for a big investment in real estate, there wasn't that much divergence, a recent survey found.

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BlackRock to pull bulk of U.S. ETF assets from State Street

In a move to reduce its reliance on State Street's custody services, BlackRock will shift 40% of the $2.2 trillion in assets to Citigroup, 30% to JPMorgan Chase and 15% to Bank of New York Mellon.

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Bitcoin model portfolios launched by 3iQ, Gemini

A subsidiary of Canada’s largest digital asset manager, 3iQ Digital Assets, has launched a new separately managed account and model portfolio for U.S. wealth managers. Fees range from 1% for single-token accounts to 2.5% for multi-token index strategies.

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ETFs take center stage in 2021

Record net inflows are just a part of the story. ETFs continue to take market share of mutual funds by doing more for less.

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Gomez would bring industry experience to DOL’s retirement plan oversight

The nominee to head Employee Benefits Security Administration could receive full Senate confirmation later this month.

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Navigating the uncertainty around tax changes

Many advisers are telling clients to wait until the smoke clears on Capitol Hill before making major tax planning decisions.

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Tax proposals axed from the Build Back Better Act

As the Senate gets to work, advisers will be keeping their eyes on Washington. The tax reform ground could shift again as lawmakers take up the bill.

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Ritholtz, WisdomTree launch crypto index separate account

Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.

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Elizabeth Warren grills Bitcoin miner on climate

The Massachusetts senator is asking Greenidge Generation how its Bitcoin mining operations will affect climate change and the local environment.

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SEC tensions over crypto regulation emerge at meeting

At a meeting of the SEC Investor Advisory Committee, SEC Chair Gensler says many digital tokens are securities and fall under its jurisdiction, while Commissioner Peirce says agency is applying 'strategic ambiguity' to pursue enforcement first.

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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.

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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.

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State Street cuts fees to grab more bond ETF flows

The asset manager lowered the expense ratios on three corporate bond exchange-traded funds to 0.04% from 0.07%.

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Experts downplay need for universal ESG standards

The key is for funds to be transparent about their investment strategies and live up to them, panelists at the InvestmentNews ESG Summit said.

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Fidelity heads to Canada with Bitcoin ETF

Since U.S. regulators are balking at approving funds that invest directly in Bitcoin, Fidelity will launch the Fidelity Advantage Bitcoin ETF in Canada.

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ESG market controlled by a few big investors

About $120 billion has flowed into ESG exchange-traded funds in 2021, but just a handful of institutional investors control a large part of the market.

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Covered call strategy aims to dampen volatility of crypto investing

Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.

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Inflation ETF pioneer says investors need more interest-rate risk

Nancy Davis has made a splash with IVOL, an actively managed exchange-traded fund that lets investors bet on inflation and interest-rate volatility.

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First client for State Street’s target-date and annuity feature is a $35B plan group

State Street's product is far from being the first in the DC market — but the plans using it are potentially the largest to opt for a target-date series paired with an insurance feature.