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.
Dodge & Cox Launches First New Fund in 6 Years
By Bernice NapachO'Shaughnessy Asset Management has introduced a set of new defensive and models on its custom indexing platform.
April 22, 2021
International Small Cap Managers Need to Go Extra Mile for ESGThis category of managers need to overcome several challenges to ensure the companies in their portfolios meet ESG criteria.
April 21, 2021
How to Bridge the ESG Divide Between Advisors, ClientsA recent report from Cerulli Associates provides some recommendations.
April 21, 2021
Financial Institutions Form Global Alliance to Fight Climate ChangeAmong its 160 members are BlackRock, Vanguard, Bank of America, Morgan Stanley, Invesco and Citi.
April 19, 2021
Majority of Advisors Use ESG Products: SurveyWirehouse advisors are the most likely to use ESG products, a Broadridge survey found.
April 19, 2021
PGIM Is Latest to Add Active Bond ETF: Portfolio ProductsAlso, BlackRock has completed its reorganization of seven closed-end funds into two funds.
April 13, 2021
SEC, NASAA Issue Alerts on ESG InvestingRegulators are concerned that a lack of standards for ESG investing has led to policies and practices that can mislead investors.
April 12, 2021
Vanguard Cuts Fees on Retirement Trusts: Portfolio ProductsThe BlackRock U.S. Carbon Transition Readiness ETF (LCTU) pulled in $1.25 billion in assets on its first trading day.