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.
Few Retirement Plans Offer Alts in Target Date Funds: Study
By Michael S. FischerESG approaches aren't particularly popular among plan sponsors either, PGIM found.
January 25, 2021
Vanguard U.S. Value Fund to Merge Into Value Index Fund: Portfolio ProductsAlso, Franklin Templeton expanded its thematic active ETF lineup.
January 22, 2021
5 Predictions for Advisors in Biden's First YearThe first 12-18 months of Biden's term will be largely spent unwinding Trump-era rules, Morningstar's Aron Szapiro says.
January 20, 2021
Biden Extends Student Loan Payment Halt, Orders Rethink of ESG RuleHis "Day One" list of executive actions calls for a review of several Trump-era rules, including Labor's restrictions on ESG investments in 401(k)s.
January 15, 2021
Schwab Launches 2 Custom-Built Variable Annuities: Portfolio ProductsAlso, Direxion rolls out World Without Waste ETF.
January 15, 2021
More Reasons to Rethink the 60/40 PortfolioThis traditional allocation will not only fall short on returns but actually increase risk, according to BlackRock strategists.
January 13, 2021
Top 10 Predictions for Wealth Management in 2021: Aite Group"The length of the pandemic is changing our industry for good," Aite research director Alois Pirker says.
January 04, 2021
Will 2021 Be the Year Advisors Embrace Sustainable Investing?Many investors are asking for it, relative performance is strong and asset managers are providing more investment options.