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Love it or hate it, ESG has been around for decades — and it isn’t going away
Interest both for and against sustainable investing will almost certainly be rising — and that means that financial advisors can’t afford to ignore it.
Why that $6.2 billion outflow from an ESG ETF is not the end of sustainable investing
Excluding the iShares ESG Aware ETF, sustainable funds saw positive net sales so far this year, according to data from Morningstar Direct.
2022 was rough year for near-retirees in target-date funds
While stock and bond allocations hurt the performance of TDFs last year, fees declined and assets flowed to collective investment trusts, Morningstar found.
Investors focus on climate, abortion access in potential record proxy season
After last year's Supreme Court decision overturning Roe v. Wade, more companies face votes on reproductive health care.
Financial advisors torn between trusting the Fed and trusting the bond market
The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.
Green funds have run out of ‘investible’ assets, Impax CEO says
Without more green investments, the likelihood of avoiding the worst impacts of climate change becomes increasingly remote, according to the IPCC.
American Funds gets the trophy at Lipper Awards
In the economic aftermath of the pandemic, some strategies performed better than others.
Strive Asset Management to bring anti-ESG to PEP 401(k)
The firm, which is on a crusade against the use of ESG factors in investing, announced that it's launching a pooled employer plan.
Investors face big tax bills for these mutual funds
Even though the S&P 500 fell 19% last year, fund managers’ sales of securities to adjust their positions can result in capital gains.
Covered call ETFs uncovered
The age-old strategy, neatly wrapped in the low-cost convenience of an exchange-traded fund, has gained fresh momentum in the volatile market environment.
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.
Bipartisan lawmakers warn SEC to tread carefully on mutual fund proposal
GOP Rep. Ann Wagner and Democrat Brad Sherman, leaders of a committee with SEC jurisdiction, echo financial industry concerns that the plan will harm retirement savers.
Income solutions remain sticking point for retirement plan sponsors, survey shows
NEPC's study shows a lack of industry consensus on how to create meaningful retirement income solutions in companies' defined-contribution plans.
Federal appeals court questions SEC’s decision to reject Grayscale bitcoin ETF proposal
Grayscale sued, asking the DC Circuit Court to overturn a decision the firm called arbitrary and discriminatory because the agency had already approved ETFs that track bitcoin futures.
Advisors flock to ETF that upends traditional value investing metrics
Pacer's COWZ ETF has grown to $13 billion by screening for free cash flow yields to identify intangible assets.
Morgan Stanley ESG ETFs get the cold shoulder
Critics say Morgan Stanley's big launch of six Calvert ETFs was poorly timed in an environment where ESG has become a political football.
New ETFs let investors bet for or against Jim Cramer’s picks
The funds are the brainchild of the manager behind anti-ARK ETF, which gave investors an easy way to wager against Cathie Wood's flagship strategy.
Institutional investors lean into active management, despite trend toward passive
A Cerulli report shows how the so-called smart money is generally increasing exposure to active strategies.
Nearly $2.5 billion flows into cash-like ETF
Last week, the iShares Short Treasury Bond ETF had the biggest weekly influx since the depths of the pandemic in March 2020.
Competition for active ETF dominance heats up
JPMorgan Asset Management’s Bryon Lake projects that active ETFs in the US will grow over the next five years to $3 trillion from $384 billion currently.
