Eaton Vance to Buy SRI-Focused Calvert
The move could add over $12 billion in assets to the fund provider, putting it over the $350 billion mark.
Morgan Stanley Gives Advisors Gender-Diversity Toolkit
The effort aims to equip FAs with more ways of serving clients interested in improving women's leadership and economic impact.
Fossil Fuel Divestment: Portfolio Consequences and Strategies
Our research suggests that institutions could be better served by a “divestment” portfolio than individuals, but there’s much more to the story.
Faith-Based Advisor Group Requires a Real Commitment
Gaining a Qualified Kingdom Advisor designation isn’t for advisors who “just want to put a fish on their business card,” says Rob West.
Top Portfolio Products: New Low-Carbon, Hedged EU ETFs
In addition to new products from SPDR and the Deutsche group, Henderson is launching a long/short equity fund.
Small Foundations Have Outsized Charitable Impact, and Assets Have Grown
Foundation Source finds foundations with less than $50 million in assets have enjoyed strong post-recession growth and that advisors can play a key role in three areas.
New ETF Based on Workplace Equality Index
Years ago, Denver Investments built an index of companies with gay-friendly workplaces. Now it's rolled out an ETF to meet like-minded investors' needs.
Investing With a Contrarian Conscience: Appleseed Fund Goes for Gold, Scraps Big Banks
When investors think of socially responsible funds, they think of windmills, herbal tea and other investments that sacrifice return for lofty goals. But look at 5-star Morningstar-rated Appleseed Fund, and think again.
Vice vs. Nice: Sustainability Debate Pits ‘Tea Party’ Against ‘European Social’ Teams
In a sometimes feisty Oxford-style debate in New York, portfolio managers and professors sparred over whether socially responsible investment has any business contributing to—or subtracting from—a company’s bottom line.