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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Sage Advisory to call out greenwashing in bond strategy
Investment manager vows to ‘call a spade a spade’ where companies fall short of impact portfolio standards.
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An investor blueprint for net zero
The recent IPCC report on the effects of human-caused climate change gave a stark update on the vital importance of decarbonizing our economy. The Net Zero America Project lays out five possible pathways to do just that.
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Quant with $135 billion in assets adjusts ESG model
Man Group CIO of ESG funds says these investments have too short and bumpy a history to just back-test.
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SRI or die: Time to get on board the responsible investing trend
Advisers aren’t talking to their clients about SRI investing, or if they are, they aren’t taking it seriously — which will ultimately be to their own detriment.
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SEC’s Gensler takes to Twitter to push mandatory climate disclosures
The SEC leader used an analogy inspired by the 2020 Olympic Games to support increased public-company reporting. ‘It’s time for the Commission to take the baton,’ he posted on Twitter.
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What the U.N.’s climate change report means for advisers
The climate change report had stark findings and comes amid a severe drought in the American West and one of the worst wildfire seasons in California’s history.
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Fidelity lands on 4 of top 10 spots on the Responsible Ratings Index
Monthly list shows top performing and top rated funds based on ESG criteria from Morningstar and MSCI.
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Climate report to add pressure on governments to decarbonize
UN-backed panel on climate change warns time is running out to stop global warming from exceeding 1.5 degrees Celsius.
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Pandemic sparked a rotation of sector leadership that helped ESG funds soar
ESG performance improved as more funds were introduced into the category that were heavy on internet and tech stocks. What’s next?
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Nasdaq wins SEC support for plan to diversify boards
The exchange will direct its listed companies to pursue board diversity — by having at least one female board member and at least one who identifies as a member of an underrepresented minority or LGBTQ — or explain why they don’t.
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Social enterprise tackles trash and reaps the rewards
SDG #12 Ensure sustainable consumption and production. Recycling is one obvious way to reconcile the waste people generate as they produce and consume goods, but the process of creating new treasures with trash is complicated. Liz and Steve ask Tom Szaky, founder and CEO of social enterprise TerraCycle, how his firm is able to work…