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.
Sustainable Bonds: A Major Investment Shift
By Patrick DrumNew corporate bond issues have outpaced equity issues eight fold since 2006. And ESG has become a key way to evaluate them.
July 24, 2018
ESG Investing Is Missing From Most Retirement PlansHealth care institutions are well ahead of corporate peers in implementing ESG in plans, NEPC reports.
July 23, 2018
Impact Shares Launches NAACP-Affiliated ETF: Portfolio ProductsAlso, ProShares launched an ETF that invests only in online retailers.
July 17, 2018
5 Wild Cards That Could Brighten Q2 Life and Annuity Issuer EarningsOne team of analysts describes life and annuity stocks as 'undervalued, and washed-out.'
July 16, 2018
ImpactAssets Unveils Portfolio Directory of Impact Investing DealsAlso, Broadridge launched a cloud-based wealth management solution and Fi360 expanded its Fiduciary Focus Toolkit.
July 16, 2018
How to Reduce Clients' Taxes While Providing a Social GoodThere's a section in the 2017 tax cut legislation that most advisors know little about — but should.
July 12, 2018
Firm Completes $129.6 Million LTCI Commission Receivables SecuritizationA team at KeyBanc Capital Markets handled the transaction.
July 10, 2018
7 Top Brett Kavanaugh Life, Health and Pension Opinions, for AgentsThe Supreme Court pick has favored a life agent, Anthem, the ACA, Medicare managers, airline pilots, and critics of the CFPB.