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.
CFAs Going Harder on Sustainable Investing
By Michael S. FischerIncreased demand from retail investors has driven a big boost in interest from three years ago, a CFA Institute survey found.
November 24, 2020
Coming Soon: Bills Requiring Fiduciaries to Consider ESG Factors in 401(k) PlansThe approach is in sharp contrast to the to the recent rule adopted by the current Labor Department.
November 23, 2020
BlackRock to Buy SMA, Custom Index Shop for $1.05BThe news comes about six weeks after Morgan Stanley agreed to buy Eaton Vance — which includes direct indexer Parametric.
November 19, 2020
Fidelity, Vanguard Rank Lowest in Morningstar's New ESG RatingThe ESG Commitment rating measures how asset managers integrate ESG factors into their strategies.
November 19, 2020
5 Ways Advisors Can Help Worried Clients in 2021Behavioral bias was an issue long before the pandemic, and investors have new reasons for concern, Carson Group and other execs said.
November 16, 2020
Orion Adds More BlackRock Strategies: Portfolio ProductsAlso, State Street introduces a new fixed income SPDR ESG ETF.
November 13, 2020
Merrill Adds Vanguard, Goldman to Model Portfolio LineupOther asset managers joining the program, which has a $50,000 minimum, are DWS, Neuberger Berman and Columbia Threadneedle.
November 13, 2020
Competition Among Alternative Asset Classes Stiffens, EY ReportsAlternative fund managers adapt well to the new COVID-19 reality.