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.
Sallie Krawcheck Steps Down From Ellevest, Citing Health
By David Scheer and Heather LandyKrawcheck, a former wealth exec at Citi and Morgan Stanley, will pass the reins to two co-CEOs.
November 08, 2024
Invesco to Pay $17.5M Over Misleading StatementsIt misrepresented the percentage of assets that took ESG factors into consideration, the SEC said.
October 21, 2024
WisdomTree Hit With $4M Fine Over ESG FundsThe firm misstated that funds avoided companies involved in fossil fuels and tobacco, the SEC said.
September 19, 2024
Biblical ETF Firm Misrepresented Its Investing Strategy: SECThe SEC fined Inspire Investing $300,000, saying it didn't follow its own screening criteria.
June 11, 2024
BlackRock to Liquidate 15 FundsThe funds being shuttered include thematic ETFs on sustainability and working from home.
April 11, 2024
BlackRock May Escape Texas BlacklistA key state official want to see how the asset manager can be removed from its list of "energy boycotters."
March 28, 2024
Here Are 7 Advisors' Top ETF Picks: Advisors' AdviceAdvisors are using ETFs in a number of ways to manage risk and capitalize on market trends.
March 28, 2024
10 Trends Shaping Wealth Management in 2024As many investors look beyond prioritizing wealth preservation, wealth managers must get creative, according to Capgemini.