"Asset managers need to be faster and smarter to make the right bets in a fast-changing external environment.”

Managers who are can differentiate with solid ESG credentials stand to prosper, especially as a younger generation begins saving for investment.

While the sustainable industry accounts for less than 1% of the $20.7 trillion held in U.S. mutual funds and ETFs, the space is growing fast.

As proxy season nears, concerns grow around whether the manager is equipped to probe the companies in its funds to a more environmentally friendly line.

Investment in socially beneficial activities can be worthwhile. But it ignores the question of who decides what is beneficial.

In a new episode of Financial Planning’s In|Vest Podcast, the impact investing consultant explains what prompted her to start collecting accounts of harassment, assault and discrimination.

Analysis of funds that have sustainable equivalents shows there’s neither a long-term edge nor a sacrifice for picking one strategy over the other.

The firm, run by Big Short protagonist Greg Lippmann, may make sustainability the linchpin of its CLO business after completing its first deal that complies.

Amid a “rapidly increasing” number of ESG-aware clients, planners say the sector must clean up its act to survive.

While it’s debatable whether private donations should matter to an investor, transparency rules could become an issue as global warming accelerates.

The 70 million-strong cohort requires nothing less than constant technological innovation.

Many firms are modifying their ETFs’ existing mandates to be ESG-oriented without forcing investors to sell — and thus avoiding a tax bite.

It’s the best debut for any U.S. ETF this year, and a sign it’s not the only firm that sees potential in the sector.

Geospatial data may assist the muni industry with monitoring the economic impact of wildfires or natural disasters, an expert says.

Just 15% have incorporated ESG in their strategies, according to a report.

Advisors can use the information to build custom, values-based portfolios for their clients.

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

The investing world is rushing to cater people who want to make a difference with their money but are unwilling to accept higher volatility or fees.

The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.

In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.