Socially Conscious Investing

Displaying 292 results

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How firms can effectively communicate an ESG value proposition

It's critical for wealth management firms to create authentic and compelling narratives around their sustainable investing offerings.

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Educating clients on the social of ESG investing

Minding the "s" means recognizing the impact disgruntled employees or suppliers can have on reputations and business operations.

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BlackRock voted against 255 directors because of climate issues

According to its stewardship report, the asset manager supported 35% of 843 shareholder proposals that it voted on in the recent proxy season, compared with 17% in the previous year.

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Private banker carves out his niche with clients that hold illiquid assets

Boston Family Advisors has a narrow focus on wealthy families that have most of their assets invested in private equity and venture capital.

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SEC advisory committee recommends diversity, ESG disclosures

Chairman Gary Gensler says agency is looking into what asset managers mean when they call funds 'sustainable.'

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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.

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Improvers the next ESG investment to clean up?

Investment managers bet polluters going green will be next hit with investors.

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Proxy voting adds ESG leverage to retirement plans

A new Morningstar report presents proxy voting as a backdoor entry to ESG investing for retirement plan participants. As advocates pressure for simpler proxy voting procedures, retail investors could gain considerable leverage.

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SEC’s emphasis on ESG creates friction between members

Republican Hester Peirce says ESG disclosure mandates undermine materiality and harm investors. Democrat Caroline Crenshaw says 'consistent, comparable' ESG disclosure helps investors.

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ESG rises to the top of Lipper Awards

Calvert and American Century bring home overall fund company awards, and a record 21 funds sweep their categories.

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How the pandemic highlights diversity challenges in financial services

Speakers at Women in Asset Management summit say diversity and inclusion efforts can begin anywhere.

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Putnam latest old-school fund firm to sell semitransparent ETFs

The 84-year-old fund complex enters the ETF market with four funds, including two ESG strategies, and joins a host of fund companies seeking opportunities in the semitransparent space.

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New bill would require advisers to consider socially responsible investing in retirement plans

Michigan Democrat Andy Levin plans to introduce two bills in the House addressing ESG

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Biden administration needs to consider climate change at every turn

Biden should prioritize climate when he picks the EPA, FERC and transportation chiefs, as well as other cabinet positions

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SEC’s Lee says agency should consider rules for socially responsible investing

The commissioner suggested the SEC think about standardized reporting on climate risk for public companies and investment funds

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Latest ETF launch promotes social justice

The new fund joins a short list of other exchange-traded products that have had mixed investing results

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Fidelity Magellan launch could boost appeal of semitransparent ETFs

The asset manager is placing the heft of a $22 billion flagship fund behind a fledgling ETF model

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When clients want to ride out the rest of the year in cash

Advisers are spending more time 'talking clients off the ledge'

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Morningstar conference takes hard look at active management

The keynote presentation examined why active managers are a crucial ingredient of an efficient market

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Can buffered ETFs help clients ride out the storms?

There's a growing appeal for the downside protection the products provide, but there's also a downside to that protection