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.
Is That Portfolio ESG-Friendly? New Service Helps Advisors Find Out
By Bernice NapachOpenInvest, a firm backed by Andreessen Horowitz and Y Combinator, has launched a subscription-based service called Portfolio Diagnosis.
September 02, 2020
Large-Cap Funds Managed by Women Are Outperforming in 2020: GoldmanOnly 3% of large-cap funds are managed entirely by women, while 77% have all-male management teams.
August 31, 2020
How ESG Data Affects Investors' Fund Choices: MorningstarEven during market turbulence, investors value sustainability considerations, researchers found.
August 31, 2020
Focus Adds $675M ESG-Focused Wealth Group in New YorkThe purchase of Seasons of Advice is the 12th deal for the RIA aggregator this year.
August 24, 2020
Vanguard Changes Energy Fund's Benchmark: Portfolio ProductsAlso, Alger to launch its first two ETFs.
August 20, 2020
Invesco Spotlights Its ESG EffortsIn a recently released report, the $1.1 trillion asset manager takes stock of its corporate social responsibility initiatives.
August 19, 2020
ESG Investing: Not Just for 'Tree Huggers' AnymoreHaleh Moddasser tells ThinkAdvisor why she thinks women should embrace ESG and why the DOL's proposed limits will hit millennials harder.
August 18, 2020
Fractional Shares Are Helping to Drive Increased TradingShares of in-demand but high-priced stocks like Amazon are no longer out of reach, financial industry executives say.