ESG
ESG
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Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.
8h ago -
Despite pushback in U.S., investing to promote environmental, social and governance causes remains popular among young and women investors, says UBS co-head of global investment management.
October 2 -
Even after more than three years of Republican-led attacks against environmental, social and governance investing, the strategy is still "extremely important," according to RBC BlueBay Asset Management.
September 5 -
Dutch pension fund PFZW has dropped a $17 billion mandate with BlackRock, citing concerns over climate risk and sustainable investing priorities.
September 3 -
Seventeen Democratic state officials urged major asset managers to prioritize long-term risks like climate change, rejecting Republican efforts to curb ESG investing.
August 21 -
High net worth clients who want increased customization and tax-loss harvesting possibilities might benefit from direct indexing, but financial advisors say it isn't right for everyone.
July 9 -
The impact of President Trump's push against diversity, equity and inclusion programs at the SEC remains murky, according to a watchdog report.
June 11 -
The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.
April 3 -
Critics including President Trump are ramping up the pressure on large corporations to drop their programs. But others doubted the firms' sincerity all along.
February 13 -
Despite a flurry of executive orders targeting renewable energy, fossil fuels and environmental policy, advocates say many companies and countries are continuing ESG and DEI initiatives. But they might not be calling them that.
January 24 -
An airline's 401(k) fund used BlackRock as its asset manager. The case could open the floodgates.
January 15 -
High-yield cash opportunities, alternative investments, ETFs and short term bonds received renewed interest.
December 30 -
More than five dozen stories from the past year reflect an era of building controversy and pushback amid ongoing efforts to remove barriers and promote careers.
December 27 -
From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.
December 27 -
The battle over ESG investing is spreading in the Midwest, with the recent passage of an Ohio law and a decision by the Indiana Public Retirement System.
December 26 -
ESG and like investments have come under fire, but a US SIF report seems to see some positivity in the sector despite concerns about greenwashing and greenhushing.
December 19 -
Unlike SRIs and impact investing, the only goal of ESG investments is to generate returns for investors.
December 12 -
Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.
December 5 -
The Texas AG leads a lawsuit against BlackRock, Vanguard, State Street, alleging asset managers' influence on coal production led to higher energy prices.
November 27 -
The US Sustainable Investment Forum (SIF) sees thin Republican majorities in Congress hampering anti-ESG legislation from advancing.
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