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.
BlackRock Sued by Tennessee Over 'Misleading' ESG Strategy
By Saijel KishanThe lawsuit is the first by a GOP official against an investment firm for its ESG strategy.
September 20, 2023
SEC Expands Its Rule on Fund NamesThe rule now applies to funds focusing on investment characteristics like growth, value and sustainability.
September 14, 2023
Morningstar Layoffs Could Hit More Than 200 Employees: ReportA Morningstar representative confirmed plans to cut up to 12% of the firm's Sustainalytics unit, Reuters reported.
September 05, 2023
Ramaswamy's Anti-ESG ETF Firm Hits $1B in AssetsHis "wealthy backers helped a lot and running for president probably can't hurt either," said analyst Eric Balchunas.
August 14, 2023
Wall Street Hates Saying 'ESG' But Is Hardwiring It Into FinanceThe finance industry is now grappling with a second year of attacks on ESG by key Republicans and state attorneys general.
July 20, 2023
Savvy Wealth Unveils Generative AI Platform for AdvisorsThe new platform includes a CRM system, client portal and compliance/back-office support.
May 10, 2023
Climate Impact Rule Likely on the Ropes: SEC RoundupThe SEC didn't adequately consider whether investors even care about climate disclosures, former commissioner Paul Atkins says.
May 04, 2023
Florida's DeSantis Swings Back at ESG With New LawThe new House Bill 3 could create complications for investment managers in a wide range of practices.