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.
Tracking Women-Led Funds vs. Benchmarks
By Ginger SzalaGoldman Sachs' report finds that female-managed funds tend to "tilt toward defensive and high-growth industries."
January 07, 2020
5 Ways Advisors Can Stay Ahead of the CompetitionMorningstar and Mercer joined up to outline the actions advisors should take to stay relevant.
December 30, 2019
The Muni Bond Market's Biggest Credit Risk: Climate ChangeThe risk isn't priced into bonds yet, but 2020 could change that.
December 30, 2019
Is 2020 When the 37-Year Bond Bull Market Ends?The muni bond market is expected to stay strong, while the leveraged loan market is growing more risky.
December 26, 2019
Qualified Opportunity Fund Begins TradingThis is one of the first times a qualified opportunity fund is available directly through brokerage accounts.
December 24, 2019
Despite SEC Scrutiny, ESG Investing Growth to Continue in 2020Sustainable investing will undergo some standardization next year, but expect regulator involvement.
December 23, 2019
Vanguard Cuts Fees on 7 Funds: Portfolio ProductsAlso, SS&C Salentica exec touts 2020 product initiatives for advisors.
December 19, 2019
6 Questions to Ask When Creating ESG PortfoliosThese questions will help you peel back the layers of complexity around sustainable investing.