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.
Schwab Plans First Actively Managed ETF
By Bernice NapachAriel Investments is the subadvisor of the non-transparent ESG ETF and in charge of its day-to-day portfolio management.
March 23, 2021
SEC Launches New Webpage on ESG, Climate Change IssuesThe new page is a response to investor demand for information, the agency says.
March 22, 2021
T. Rowe Price Launches Its First Impact Fund: Portfolio ProductsIn addition, Hartford Funds have introduced a longevity ETF that invests in companies that profit from the buying power of a growing aging population.
March 16, 2021
The SEC Wants Your Input on Climate Change Disclosure Rules"Climate and ESG are front and center for the SEC," says the agency's acting chair, Allison Herren Lee.
March 10, 2021
DOL Won't Enforce New Rules on ESG in Retirement PlansThe rule limiting ESG investments in 401(k) plans "has had a chilling effect on plan fiduciaries," ERISA lawyer Fred Reish says.
February 26, 2021
Midland National Puts ESG in Indexed AnnuityThe company says the contract is the first non-variable indexed annuity with an ESG option.
February 25, 2021
SEC Steps Up Review of Climate-Related DisclosuresAs a first step, SEC acting Chair Allison Herren Lee is directing staff to review companies' compliance with existing guidance.
February 25, 2021
Atria Wealth Solutions Teams With Riskalyze to Help BDs: Tech RoundupAlso, Fidelity's eMoney Advisor expands financial wellness initiatives.