Results for "socially conscious investing"

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The death of the fund — and what comes next

January 28, 2019

Mutual funds and ETFs are dead. In the next few years, the entire rationale for investing via funds will dissolve. Advances in technology have transformed industry cost structures. Absent the need to pool assets for volume discounts, advisers...

Advisers not sold on ESG fund strategies

January 25, 2019

Even a boom in exchange-traded funds touting their environmental, social and governance credentials isn't enough to convince investors to buy these strategies. A new report from Cerulli Associates, a Boston-based research and consulting company,...

How we fight climate change matters

December 13, 2018

Sustainable and impact investors are set to intensify their decades-long support for action on climate change on the heels of a recent report from the Intergovernmental Panel on Climate Change and the Fourth National Climate Assessment, issued...

Female advisers more likely to consider ESG investing strategies

November 19, 2018

A recent study conducted by InvestmentNews Research and sponsored by Calvert Research and Management measured financial advisers' perceptions of environmental, social and corporate governance investing. Among other trends, the study, "From Upstream...

Money in donor-advised funds can make impact before distribution

November 15, 2018

Charitable investors who set up donor-advised funds to ultimately give the proceeds to specific issues, like gender-based causes or environmental protection, may be surprised to find their money sitting in the fund actually works against their...

Use of sustainable-investing strategies in U.S. assets increases 38%

October 31, 2018

More than a quarter of U.S. assets under professional management used sustainable-investing strategies as of the beginning of 2018, a 38% increase from two years earlier, according to a new report. Sustainable, responsible or impact-investments...

Demand for ESG investing is knocking at your door ... or should be

October 29, 2018

Financial advisers don't need to worry about defining socially responsible investing as much as they need to focus on making sure they can describe the concept overall, help clients with investment choices, and why clients might be interested,...

Investing to sustain innovation

October 23, 2018

Do we invest enough in creativity? The question may seem absurd in an era dominated by the "knowledge economy," in which companies create value through ingenuity and expertise, while many of the most important emerging product lines enable the...

First-of-its-kind certification introduced for SRI investing

October 10, 2018

The College for Financial Planning has partnered with US SIF: The Forum for Sustainable and Responsible Investment to introduce the first certification for sustainable, responsible and impact investing. The "Chartered SRI Counselor" designation,...

Fix boomers' ESG dilemma with bonds

October 8, 2018

When it comes to ESG investing, Wall Street's product development boom has produced an abundance of ESG equity funds suitable for many investors with the risk tolerance for equities. This may work for millennials, but what are Baby Boomers or...

New State Street tool helps advisers determine if clients want ESG investing

October 2, 2018

State Street Global Advisors has a new digital tool that gauges a client's potential interest in environmental, social and governance investment strategies. The asset manager hopes its Values Discovery Tool will address what it says is a gap...

How to get investors excited about ESG ETFs

September 18, 2018

Let's be honest: Exchange-traded funds that focus on environmental, social and governance have been a giant dud. They only have about $6 billion in assets, or just 0.2% of all money invested in ETFs, despite to-die-for PR that eludes most categories....

InvestmentNews debuts impact investing documentary at the UN

September 11, 2018

As women and millennials lead the charge on impact investing, financial advisers are learning how to have conversations with clients on the subject. InvestmentNews debuted a documentary short at the 2018 Sustainable Investing Conference at the...

TD Ameritrade adds socially aware portfolios to retail robo adviser

September 7, 2018

TD Ameritrade is adding five new "socially aware" portfolios to Essential Portfolios, the company's retail robo-adviser. The portfolios will offer ETFs with environmental, social and governance (ESG) factors, as assessed by the Morgan Stanley...

Understanding client values builds deeper relationships

August 21, 2018

Often when advisers meet with clients or prospects, they spend the majority of the time discussing portfolio construction, risk-adjusted rates of return and other minutiae that make the average person's eyes glaze over. Since technology has...

Active money management isn't going to disappear

August 13, 2018

There's a line of argument in the financial press that suggests that active money management is dying, a victim of high fees and underperformance versus low-cost indexing that captures average market returns. News flash: This is anything but...

3 ways advisers should prepare for ESG conversations with 401(k) clients

August 2, 2018

Retirement plan advisers likely won't know when environmental, social and governance investing — also known as sustainable investing and impact investing — factors will be of interest to clients. That's why they need to develop a plan in...

A new tax break for impact investing has arrived

July 30, 2018

Financial advisers have a new way to deliver impact investing to wealthy clients — one that comes with substantial tax benefits — courtesy of a fledgling federal tax law. The law created a way to invest in "qualified opportunity zones,"...

Adviser education key to solving 'ESG paradox'

July 21, 2018

Call it the "ESG paradox." About 80% of advisers report that clients bring up environmental, social and governance factors in investment conversations, according to research from InvestmentNews. But despite the investor interest, only about...

How advice is changing

July 21, 2018

Adviser use of exchange-traded funds continues to rise, as does their interest in investments that take environmental, social and governance factors into consideration. Various surveys over the last couple decades bear out this trend. Two decades...

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