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.
Asset Managers Ignore DOL Proposal to Limit ESG Assets in Retirement Plans
By Bernice Napach"The regulation is not slowing down marketing and distribution efforts promoting DC-focused ESG products," according to Cerulli.
September 23, 2020
SEC Votes to Restrict Shareholder ProposalsThe agency voted to raise the thresholds required for shareholders to submit proxy proposals.
September 22, 2020
Social Issues, Outperformance Are Increasing Interest in ESG InvestingThe pandemic and protests are drawing attention to ESG investments, which lost less than the market in Q1.
September 21, 2020
How Merrill, Schwab, Fidelity Are Using Tech to Build Values-Based PortfoliosBig firms are using AI and machine learning to help clients build individualized portfolios that align with their values.
September 21, 2020
Franklin Templeton Launches New Tool for Advisors: Portfolio ProductsAlso, Invesco expands its lineup of Defined Maturity Bond ETFs.
September 18, 2020
Sustainable Fund Performance Beats Peers: Morgan StanleyFurther, despite the pandemic, net inflows to ESG funds are breaking records this year.
September 17, 2020
Is That Portfolio ESG-Friendly? New Service Helps Advisors Find OutOpenInvest, a firm backed by Andreessen Horowitz and Y Combinator, has launched a subscription-based service called Portfolio Diagnosis.
September 09, 2020
Half of Natixis Strategists See Another Market SelloffThe firm's strategists overwhelmingly expect ESG investing to be a post-pandemic market winner.