ESG
The latest news on investment strategies that focus on environmental, social and governance factors (or ESG investing), socially responsible investing (SRI) and impact investing.
SEC Cracking Down on Overblown ESG Labels; Funds Feel the Heat
By Ben Bain and Saijel KishanThe SEC wants asset managers to explain the standards behind ESG fund classification.
August 25, 2021
Falling Fund Fees Saved Investors $6.2B in 2020: MorningstarInvestors in sustainable funds pay a "greenium" versus investors in conventional funds, but it has been shrinking.
August 25, 2021
Bloomberg Barclays Bond Indexes Are RebrandedThe indexes are the foundation or benchmark for hundreds, if not thousands, of mutual funds and ETFs.
August 24, 2021
Investors Demand More Diversified Products, Customized Advice: StudyInvestors want products that cut across wealth, insurance and banking and align with their values, Accenture found.
August 12, 2021
Hartford Funds Jumps Into ESG ETF MarketHartford Schroders ESG US Equity ETF will invest in a diversified portfolio of U.S. equities and investments, the firm says.
August 09, 2021
DOL Rules on ESG Investments Land at OMBBiden has asked that the plan related to ESG investments in retirement accounts be published by September.
July 26, 2021
Parametric Adds Tax-Managed Product With Low Minimum: Portfolio ProductsTwo active fixed income funds also launched: the Gavekal Asia Pacific Government Bond ETF and VectorShares Min Vol ETF.
July 23, 2021
Goldman: What Family Offices Do DifferentlyThese investors benefit from a lack of defined investing timelines and the absence of outside interference, the survey found.