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.
International Small Cap Managers Need to Go Extra Mile for ESG
By John C. FenleyThis category of managers need to overcome several challenges to ensure the companies in their portfolios meet ESG criteria.
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.
April 12, 2021
BlackRock's Latest ETF Launch Is the Biggest EverThe new fund pulled in $1.25 billion in assets, more than any other ETF debut in history.
April 08, 2021
Top 3 Qualities Clients Want in Their Advisor: CerulliCerulli and Phoenix Marketing surveyed 11,000 households to learn about their expectations.
April 07, 2021
SEC's ESG Plans for Public Companies May Get Frosty Reception in CourtCourts have not looked favorably on requiring public companies to disclose information not necessary for preventing deception in investing decisions.