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.
Wealthy Investors Seek Purpose-Driven Investments After Pandemic
By Michael S. FischerA new survey by UBS finds 9 in 10 investors want to align their investments with their values.
May 27, 2021
BlackRock and Vanguard Played Key Roles in Exxon's Shareholder Proxy VoteBoth fund companies voted for a portion of a dissident slate of nominees to Exxon's board. Two of them won.
May 26, 2021
Putnam Launches Its First ETFsThe four actively managed semi-transparent equity ETFs are similar to four actively managed Putnam mutual funds.
May 24, 2021
Morgan Stanley Adds Racial Equity Investing Tool Kit: Portfolio ProductsAlso, BlackRock, ProShares, WisdomTree, Matthew Tuttle and SonicShares launched new ETFs.
May 21, 2021
Biden Orders DOL to End or Revise Rules Limiting ESG InvestmentsThis is one of several directives in a wide-ranging executive order addressing the government's response to climate change.
May 20, 2021
Bill Would Allow ESG Criteria, Investments in Retirement PlansSen. Tina Smith's bill would "formally repeal" the Trump-era rule on ESG investing.
May 17, 2021
Dodge & Cox Launches First New Fund in 6 YearsO'Shaughnessy Asset Management has introduced a set of new defensive and models on its custom indexing platform.
May 03, 2021
More Cryptocurrency Funds Are Coming to Market: Portfolio ProductsMeanwhile, Ric Edelman's crypto council announced another educational partnership for advisors.