ESG
ESG
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Taking on ESG presents fresh challenges for a $3.1 trillion industry that has grappled with sub-par returns.
April 17 -
Name changes are coming to 94 of the firm’s long-term mutual funds.
March 29 -
In the last five years, the universe of sustainable funds has increased almost 70% to $760 billion in European and U.S. mutual funds and ETFs.
March 27 -
The products have already attracted $1.3 billion in new assets this year, more than half what they took in during 2018.
March 15 -
The new product is expected to be the lowest-cost in the category.
March 7 -
New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.
March 4 -
Portfolios constructed with companies betting on industrial and social transformations are besting rivals.
February 28 -
A new research company from the rock frontman and TPG Investments will gauge the effectiveness of sustainable investments.
January 25 -
The appointment comes after an earlier announcement of broad leadership changes at the firm.
January 25 -
A record number of fund openings and closures were reported last year. What does this mean for the future of the industry?
January 4 -
At first glance, it seems the more they give, the less you have to manage. But providing clients with robust charitable giving strategies can return more than you realize.
December 28 -
The development of new products, technology and the increasing prominence of ESG are top-of-mind among industry executives.
December 11 -
Executives are focused on fresh products, emerging technology and the increasing prominence of ESG.
December 7 -
The funds carry a fee eight times larger than the 0.08% charged by the least expensive energy ETF run by Fidelity.
December 6 -
A bear market in marijuana isn’t the only challenge for new funds tracking the cannabis industry.
November 27 -
There’s now a way to measure whether these products do what they promise.
November 19 -
There’s been an uptick in asset managers building ESG analysis into their investments this year, while more have shunned firearms holdings.
October 31 -
With the number of U.S. indexes far outstripping stocks, anxiety is mounting over whether the funds artificially inflate share prices, fueling bubbles.
October 26 -
ESG ETFs currently hold a combined $6 billion in assets. The firm expects that will grow to $500 billion in the next decade.
October 24 -
Amid a polarized climate, one firm is giving some clients what they've asked for.
October 4

















