Art Ally on faith-based investing
The president of Timothy Plan talks about the history of screened investing and how biblically based funds like Timothy Plan differ from ESG funds.
The president of Timothy Plan talks about the history of screened investing and how biblically based funds like Timothy Plan differ from ESG funds.
Nearly 26% of US investors express skepticism about ESG’s performance merits.
In an election week during which Americans appear to be as divided as ever, yet another point of contention between Democrats and Republicans emerges in the financial advice community related to retirement plans. Recently the Labor Department issued a final regulation curbing the use of ESG investing in company-sponsored retirement plans. It is, in some…
Jenny Coombs, Associate Professor at College for Financial Planning, recommends advisers investigate how funds are claiming to be focused on environmental, social and governance criteria.
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Broadridge report finds ESG accounts for 10% of assets in active equity funds.
Schroders survey found only 4% of respondents wouldn’t invest because they fear worse performance.
The associate professor for the College for Financial Planning says COVID-19 has been a test for how investments that prioritize ESG criteria will endure through market volatility.
Governance is still tops, but the pandemic has led to more concern about social factors.
The Carillon Tower Advisers chairman talks about incorporating ESG data into investment research.
Morningstar’s director of investor education explains why it’s so hard for investors to get a handle on ESG funds and talks about its new platform to help assess which ESG issues funds are focusing on.
Episode Summary Hosts Jeff Benjamin and Bruce Kelly dedicate this week’s show to a candid conversation with Dr. Burton Malkiel, legendary author of “A Random Walk Down Wall Street” and a renowned investor and economist who spent most of his career ruffling the feathers of the Wall Street establishment. They discuss Malkiel’s views that the…