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.
Atria Wealth Solutions Teams With Riskalyze to Help BDs: Tech Roundup
By Jeff BermanAlso, Fidelity's eMoney Advisor expands financial wellness initiatives.
February 22, 2021
Vanguard Launches Total International Bond II Index Fund: Portfolio ProductsIn addition, BNY Mellon has introduced SMA ETF model portfolios on the Envestnet platform.
February 18, 2021
Putnam Investments Prepares to Enter ETF MarketThe firm plans to launch four actively managed equity ETFs this spring after registering with the SEC.
February 08, 2021
State Street Launches its First Actively Managed Muni Bond ETF: Portfolio ProductsAlso, Citi introduces ESG World Indices, while QMA rolls out flexible ESG and active tax management SMA platform for RIAs.
February 04, 2021
LifeYield, Allianz Life Team Up on Retirement Solution for Advisors: Tech RoundupAlso, Broadridge introduces ESG Advisory Services.
February 02, 2021
O'Shaughnessy Custom Indexing Platform Tops $1BFirm's CEO sees further growth ahead, as "investors will no longer want to settle for investing fully in someone else's formula. Investors will want their own."
February 02, 2021
SEC Creates New Senior Role Focused on Climate Change, ESGSatyam Khanna, a former counsel to ex-Commissioner Robert Jackson, will be the agency's first senior policy advisor on climate and ESG.
February 02, 2021
New York Life Affiliate to Start Health Improvement ETFGlobal-X and Middlefield also offer health and wellness funds.