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.
VanEck Model Portfolios Join Envestnet Platform: Portfolio Products
By Jeff BermanAlso, Schwab reorganizes a high-yield municipal fund.
August 11, 2020
Bloomberg Launches Its Own ESG ScoresThe initial rollout includes environmental and social scores for 252 oil and gas companies, and board composition scores for 4,300 firms.
August 10, 2020
Fidelity Loses Top Slot: Q2 Robo ReportAlso, robo advisors' portfolios met or beat major market indexes as account openings surged, according to the latest industry research.
August 07, 2020
DOL's ESG Proposal Blasted in Public CommentsSome 1,100 critiques from asset managers, sustainable investment advocates and others focused on five key areas.
July 31, 2020
Broadridge Starts Fi360 Remote Exams: Tech RoundupAlso, Morningstar adds a virtual reality option for upcoming online conference.
July 29, 2020
State Street Rolls Out ESG Version of Popular ETFUnlike the $285-billion SPDR S&P 500 ETF Trust, the new fund excludes firms tied to tobacco or "controversial weapons," says the fund firm.
July 27, 2020
DOL Plan to Limit ESG in 401(k)s Draws Growing OppositionAlso, trade groups and House Democrats criticized the rule's unusually short comment period.
July 27, 2020
Global Beta ETFs Adds 2 Factor-Based ETFs: Portfolio ProductsAlso, Van Eck Merk Gold Trust lowered its fee.