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.
How to Choose a Model Portfolio
By Bernice NapachA new Morningstar report is a good primer for advisors considering outsourcing investment management.
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.
July 20, 2020
Franklin Templeton Expands Active ETF Lineup: Portfolio ProductsAlso, BlackRock expands relationship with Citi to enhance securities services.
July 17, 2020
Sustainable Investing Doesn't Mean Sacrificing ReturnsData showing that ESG investing doesn't hurt portfolios keeps piling up.