Results for "socially conscious investing"

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Advisers ignore 'responsible investing' at their own risk

November 17, 2017

Financial advisers might be missing a big asset-gathering and client-satisfaction opportunity if they aren't familiar with the nuances of "responsible investing" trends, according to Marcus Valesco, managing director in the Wealth Management...

Yes, impact investing can be profitable

November 14, 2017

Impact investing is a growing movement capturing the attention of investors across the world. But too much capital is still sitting on the sidelines, which results in part from suspicions around financial performance. Throughout the industry's...

Impax Asset Management to acquire Pax World

September 18, 2017

Impax Asset Management Group of the U.K. is acquiring Pax World Management, the investment adviser to Pax World Funds, creating a global firm specializing in sustainable investing. Under the terms of the deal, Impax will acquire Pax for $52.5...

XY Planning Network launches TAMP for young investors

August 29, 2017

The XY Planning Network created a technology platform for members to help them provide client service the way younger investors demand: digitally. The turnkey financial planning platform unites online onboarding for clients and robo-adviser...

Robos are offering SRI, so shouldn't live advisers?

July 19, 2017

Digital financial advice platforms are racing each other to introduce socially responsible investing options for their customers, and some experts believe traditional advisers should be doing the same. Both Betterment and Wealthfront, the two...

ESG investors like gains as much as anyone else

July 10, 2017

Social investors like funds that do good, but they love funds that do good and do well. Consider Parnassus Endeavor Investor (PARWX), up a blistering 31.0% the past 12 months, versus a 17.9% gain for the Standard & Poor's 500 stock index. The...

TIAA launches robo-adviser with access to SRI funds

June 6, 2017

TIAA introduced a robo-advice offering on Tuesday that includes a broader range of investment choices than most other digital advice platforms. The 100-year-old firm, with $938 billion in assets under management, is most known for providing...

Withdrawal from Paris accord will spur interest in ESG, advisers say

June 1, 2017

President Donald J. Trump's decision to withdraw from the Paris climate accord and renegotiate its terms won't lessen the need for environmental, social and governance investing, financial advisers say. Rather, it will increase it. In the United...

The five biggest myths about impact investing

April 20, 2017

Did you hear that if you yell loud enough in the mountains, you can cause an avalanche? Are you aware that if you drop a penny from a skyscraper, you can kill someone or that you can pick up radio signals through a tooth filling? None of these...

'Green bond' ETF launched by VanEck

March 6, 2017

VanEck has launched what it claims is the first "green bond" exchange-traded fund. The VanEck Vectors Green Bond ETF (GRNB) consists of bonds issued "to finance projects or activities that promote climate change mitigation or adaptation, or...

5 investment trends behind growth in sustainable and impact investing

March 6, 2017

Money talks, especially when you have almost $9 trillion at play. The total dollars invested in the United States through sustainable, responsible and impact investing reached $8.72 trillion in 2016, up 33% from 2014, according to the US SIF...

Impact investing in the age of President Trump

March 5, 2017

It's too soon to tell what effect the election of Donald J. Trump to the presidency will have on impact investing. But if implemented, Mr. Trump's policies could have a profound effect on issues near and dear to a growing number of investors:...

How sustainable investing is like climbing a mountain

January 26, 2017

When I climbed Mount Everest, the best moment wasn't actually on the summit itself — it was well below the summit, when I first realized that my fellow climbers and I would indeed reach the top. When climbing a mountain, progress is a matter...

Robos jumping into socially responsible investing space

January 11, 2017

Financial advisers who don't offer socially responsible investing choices are giving clients and prospects another reason to go robo. Several automated advice platforms have been created recently to pair ones' values with their investments,...

Advisers help find donor advised funds for clients' charitable dollars

December 14, 2016

Financial advisers with clients interested in impact investing may want to help them put their philanthropic dollars to work supporting their social missions before they commit resources designed to secure their financial futures. One way to...

Eaton Vance to buy Calvert Investments

October 21, 2016

Eaton Vance (EV) announced Friday that it would acquire Calvert Investment Management, the $12.3 billion Bethesda, Maryland, social investment manager, for an undisclosed sum. Calvert, one of the first fund complexes to concentrate on environmental,...

Morningstar's sustainability ratings: An opportunity to talk to your clients about responsible investing

July 29, 2016

While growth and interest in responsible investing has been strong, however, a TIAA Global Asset Management survey found that many advisers fail to engage their clients on the topic. Furthermore, the same survey found there is a broad disconnect...

RIAs making investments to attract socially responsible clients

June 15, 2016

Socially responsible investors are the type of clients financial advisers should be clamoring for, and some large independent advisory firms are making the investments to attract them. People who want to put their money to work in companies...

The perils of investment crowdfunding

May 22, 2016

The Securities and Exchange Commission's crowdfunding regulations went into effect last week, which means financial advisers have another reason to pay close attention to this fast-evolving and largely misunderstood space. To begin with, we're...

SunEdison's hard lesson for renewable-energy investors

March 31, 2016

The spiraling collapse of the once high-flying renewable-energy giant SunEdison (SUNE) is mostly a story about an overly-aggressive growth strategy that saddled the company with more debt than it could handle. But it is also a story about the...

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