ESG
ESG
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Here's what you missed this week in the world of financial advice, including people moves, deals, enforcement, and research.
June 11 -
"Looking at boards, leadership representation, diversity representation and other indicators can guide advisors to consider investing in companies that align with their clients’ objectives," writes Eve Ellis.
June 6 -
A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.
June 1 -
Last year, many banks made big, splashy pledges to advance racial equity. Now some of those banks are seeking to hold executives accountable for those efforts through their paychecks.
May 24 -
This moment has revealed an urgent need for rigorous frameworks that enable the comparison of companies’ performance against racial justice indicators, Earl Carr writes.
May 22 -
Financial advisors, asset managers and researchers are racing to fill in the information gaps Americans reported in a new J.D. Power survey.
May 21 -
The former head of Bridgewater Associates suggests tying CEO pay to inclusion efforts.
May 20 -
Not only are the portfolios similar, but performance is nearly identical, writes Bloomberg’s Aaron Brown.
May 7 -
Questions remain about how advanced standards, frameworks and systems are.
May 3 -
This generation of SRI managers will vanquish greenwashing and help slow-footed government achieve crucial environmental objectives, James Katz writes.
May 3 -
The frenzy for tech-focused thematic funds and investor demand for sustainability is smashing Wall Street projections.
April 21 -
Advisor Peter Krull favors actively managed sustainable products due to the “greenwashing” he says often occurs with ESG index funds.
April 12 -
Clients poured about $1.25 billion into the fund in its first day of trading.
April 9 -
More than half of the broker-dealer’s clients say they’re interested in increasing the share of socially-responsible investments in their current portfolio.
April 7 -
The principal for operations and strategy of an independent research firm explains the range of available products and ESG data.
April 7 -
Impact investment manager Rachel Robasciotti and other advocates say the private proceedings are harmful to victims and helpful to firms protecting serial harassers.
March 29 -
The asset manager said it's particularly interested in how firms are behaving in the communities in which they operate, be it locally or via their supply chains.
March 18 -
the Labor Department said it wouldn’t enforce Trump-era rules for fund investments or proxy voting, nor will it sanction retirement plans that don’t comply with the regulations.
March 11 -
Such products attracted more than $32 billion in January and February, by far their best start to a year.
March 8 -
The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.
March 4



















