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.
College Endowment Returns Rebounded in Fiscal 2023
By Michael S. FischerU.S. higher-learning institutions and affiliated foundations gained 7.7%, net of fees, according to the yearly study.
December 08, 2023
Debate: Should Social Responsibility Be Factored Into Retirement Planning?Opinions differ on considering ESG factors when selecting retirement plan investments.
September 25, 2023
Deutsche Bank Unit to Pay $25M to Settle SEC ProbesThe fine is the biggest ever that the SEC has handed out over allegations of greenwashing.
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.