Are asset managers giving plain old funds a green tint?
The greenwashing trend is raising eyebrows among advisers who wonder whether firms are just jumping on the ESG bandwagon.
Author: Jeff Benjamin
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For this adviser, socially responsible investing comes first
James Katz tailors his RIA, Humankind Investments, to serve clients who place the greater good at the top of mind.
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ESG loyalty will be tested as performance starts to lag
A report shows that the ESG investment category ‘got lucky’ by benefiting from high-profile climate disasters.
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Financial advisers hone their focus on ESG strategies
As investor demand grows, advisers are realizing they need to step up their ESG game.
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Direct indexing emerges as must-have tool for tax management, ESG investing
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.
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New ETF leverages crypto miners and ESG
The actively managed ETF offers the narrowest of investment themes: a leveraged play on Bitcoin with the added twist of being easy on the planet.
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Too much regulatory oversight seen threatening ESG growth
Experts acknowledge the “Tower of Babel” criticism regarding ESG guidelines and nomenclature, but are concerned too much structure could be harmful.
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J.P. Morgan acquisition gives wealth managers another ESG tool
The bank is expected to pair OpenInvest with 55ip to enhance its private banking technology platform.
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ESG investing can be volatile — but doesn’t have to be
Investors in concentrated ESG strategies have experienced crashing lows from the highs of last year, while broadly diversified strategies have offered a smoother ride and still beat the S&P 500.
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Learning to talk ESG with clients
Global ESG Summit takes a deep dive into how advisers and clients can get on the same page when it comes to sustainable investing.
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Proxy voting adds ESG leverage to retirement plans
A new Morningstar report presents proxy voting as a backdoor entry to ESG investing for retirement plan participants. As advocates pressure for simpler proxy voting procedures, retail investors could gain considerable leverage.
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Keeping ESG investment performance in perspective
After 12-month returns in the triple digits, investors got a wake-up call when ESG funds came crashing back down to earth.