Results for "socially conscious investing"

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Vanguard social-investing error prompts funds to check controls

August 22, 2019

Managers overseeing trillions in exchange-traded funds have been quietly meeting around Wall Street this week to check the quality controls on their funds, rattled after Vanguard Group Inc. mistakenly added shares of 11 companies, including...

ESG data getting better as the market matures

August 21, 2019

As management consultant Geoffrey Moore has observed, "Without big data, you are blind and deaf in the middle of a freeway." Historically, that's been the most challenging part of investing using environmental, social and governance factors,...

Faith-based funds attract loyal investors

August 20, 2019

Applying religious screens to mutual funds and ETFs is sometimes compared to investing with one hand tied behind your back, but that's just fine for a large and growing number of investors. "If people are really interested in faith-based investing,...

Ladenburg Thalmann invests in impact investing startup

August 13, 2019

Ladenburg Thalmann's latest technology investment is going to Newday Financial Technologies, a startup focused on providing millennials with low-cost impact investing strategies. Newday is an asset management firm that develops investment funds...

Vanguard put shares of gun maker in a gun-free ETF

August 12, 2019

Vanguard Group Inc.'s biggest sustainable exchange-traded fund bought shares of gun maker Sturm Ruger & Co. Inc. and held them for more than a month, mimicking an error in the benchmark it tracks. Vanguard US ESG Stock ETF (ESGV) says it tracks...

3 tips for the doomsday investor

August 2, 2019

Opinions on climate change vary drastically from person to person. Discussing the appropriate course of action can also often be obfuscated by tangentially impacted circumstances, like the massive lifestyle changes that first-world citizens...

Hundreds of conventional funds add 'ESG' to prospectus just in case

August 1, 2019

If the evolving language inside mutual fund prospectuses is a guide, financial advisers should brace for an expanding selection of funds focused on environmental, social and corporate governance issues. The record $8.9 billion of net inflows...

Morgan Stanley arms reps with ESG analysis tool

July 29, 2019

Morgan Stanley Wealth Management on Monday armed its more than 15,600 reps with a tool to help investors align their portfolios with their socially and environmentally conscious beliefs. The Morgan Stanley Impact Quotient, colloquiallydubbed...

Pacific Life shutters ESG robo-adviser Swell Investing

July 25, 2019

Pacific Life Insurance is pulling the plug on Swell Investing, a digital advice platform offering sustainable investing-themed portfolios for retail clients and for advisers to offer their clients. Swell's homepage has been replaced with a message...

Disruptive ETFs face an ESG disruption

July 25, 2019

ETFs have new competition, and its name is ESG. Exchange-traded funds have been one of the most disruptive forces in investing in recent years. Burned by decades of high fees and underperformance in actively managed mutual funds, investors have...

Fidelity, Dynasty back new tech-powered ESG asset manager

July 18, 2019

Ethic, an asset manager that uses technology to build custom sustainable investing portfolios for advisers, now has the backing of Fidelity Investments and Dynasty Financial Partners. Fidelity was part of $13 million round of funding, led by...

ESG funds hitting their stride with record-level inflows

July 12, 2019

Sustainable investing strategies have suddenly become the magic bullet for mutual funds and exchange-traded funds. The latest data from Morningstar Inc. show funds that focus on environmental, social and governance issues attracted $8.9 billion...

Surging demand turns solar panels into the hottest summer investment

July 10, 2019

Investments in solar energy have been shining brightly this year, and it's not just the summer heat wave that's pushing these stocks and funds to double- and triple-digit gains. The 56.6% surge from the start of the year in the $390 million...

World bond index adds climate-risk screen

July 9, 2019

For the first time ever, the sovereign debt issued by the world's developed nations is being indexed according to each country's climate-risk factors. The FTSE Climate Risk-Adjusted World Government Bond Index is the latest example of the expanding...

4 things to look for when picking an ESG manager

June 19, 2019

Environmental, social and governance investment strategies continued to enjoy a significant increase in assets, rising $8.7 trillion in just two years to $12 trillion in the U.S. alone, according to a 2018 report from the US SIF Foundation....

Robo offers SRI portfolios supporting racial justice

June 6, 2019

OpenInvest, a digital advice startup focused on impact investing, is putting a new spin on socially responsible investing by building portfolios consisting only of companies committed to racial justice, both in the workforce and among executive...

ETFs now used by 88% of advisers, FPA survey finds

June 4, 2019

For the fifth year in a row, exchange-traded funds remain the most popular of 22 investment options in a survey of financial advisers by the Financial Planning Association. Currently, 88% of advisers surveyed currently use or recommend ETFs....

Movie director's family office looks at investments through an ESG lens

June 3, 2019

James Cameron has thrived on disaster and dystopia over his 40-year career. But when it comes to personal investing, the Hollywood director is betting on a better future. Mr. Cameron, whose films have grossed about $6 billion worldwide, and...

Investors worldwide support ESG investing, but still want performance

May 16, 2019

Worldwide investor demand for environmental, social and governance (ESG) investing is strong, according to a survey conducted by Natixis Investment Management, with 76% of individual investors globally and 71% of U.S. investors saying it is...

Fidelity launches fund focused on female leadership

May 8, 2019

Fidelity Investments has started a mutual fund that invests in companies with a high percentage of women in leadership positions. The actively managed Women's Leadership Fund was launched on Wednesday, according to a statement from Boston-based...

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