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The firm hopes the software will help firms tap into growing demand for sustainable investing.January 27
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Some advisory firms have already started narrowing their lists of funds considered eligible for retirement plans based on Trump’s decision to overhaul ERISA.January 27
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President Biden has picked Allison Herren Lee, a member of the Securities and Exchange Commission, as the acting chair of the SEC, as nominee Gary Gensler waits in the wings as a more permanent chair once he is confirmed by the Senate.January 21
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ETFs targeting the hottest investment themes have lost as much as 5% per year on a risk-adjusted basis between 2000 and 2019, research shows.January 21
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The flood follows a strong Democratic showing in last week’s runoff elections in Georgia, which tipped the Senate’s control to President-elect Biden’s party.January 11
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It won’t just change the composition of corporate board rooms. It may change conversations with clients too.December 14
vice president of international researchMomentum Advisors
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Funds tracking telemedicine, gaming and even pet care attracted $2.5 billion in November alone, according to Bloomberg data.November 16
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The rule has faced a host of criticism from investors, environmentalists, asset managers and others.November 3
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Complicating socially conscious investing is the fact the SEC doesn’t regulate how the category’s labeling is applied.October 26
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Refinitv’s Workspace will power the wirehouse’s investment research and risk assessment capabilities.October 23
