Advisers are missing the boat on ESG: Cerulli
Surveys of investors and financial advisers show a disconnect between what investors want with regard to environmental, social and governance strategies, and what most advisers think their clients want.
US
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SEC warns advisers about shortcomings in ESG compliance
The risk alert is the latest step the SEC has taken to emphasize ESG oversight. In recent weeks, it has formed an enforcement task force and released a request for public comment on ESG and climate-risk disclosures.
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Inaugural Global ESG Summit to stream across four time zones
ESG Clarity US and Bonhill will host global event to provide the audience with help on integrating ESG products and principles into their investment solutions.
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Trillium global fund seeks leaders in carbon constrained economy
Matt Patsky runs Trillium and its biggest fund with an eye on delivering for investors, while also fostering a belief in his responsiblity to make the world a better place.
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BlackRock has record ETF launch with carbon transition fund
Investors plowed $1.25 billion into the BlackRock U.S. Carbon Transition Readiness ETF Thursday, making it the biggest launch in the ETF industry’s three-decade history.
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What investors should know about the sustainability revolution
The impact of addressing sustainable issues, from climate change to racial and social justice, has become a compelling investment case and, just as important, not factoring in these issues represents an investment risk.
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Schwab files for first actively managed ETF
The fund will be employ ESG criteria and will be sub-advised by Ariel Investments.
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Bond vigilante calls out credit investors on climate
Ulf Erlandsson spends his time pushing fixed-income investors and bankers to face up to the risks posed by climate change and their role in underwriting a warmer planet.
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Why aren’t consumers greener if they support sustainability?
GreenPrint survey shows two-thirds of Americans are willing to pay more for sustainable goods.
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Women clients twice as likely as men to favor ESG
74% of women are interested in increasing the share of environmental, social and governance investments in their portfolio, according to an RBC survey of U.S. clients.
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BlackRock plans racial audit, in break with Wall Street peers
The asset manager will undergo a third-party audit of its operations following a request from a shareholder.
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Four fund firms rank top of Responsible Ratings Index
Two Parnassus funds are among the top five funds listed in the most recent RRI. WCM, Clearbridge and JP Morgan are the other top investment families.