Dorothy Hinchcliff

Pandas, Orphans And Sunsets

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Very soon many parents, particularly in couples where both work outside the home, will begin contemplating what their school-aged children will do this summer.

Boston Fixed-Income Manager Uses Sustainability Model To Mitigate Risk

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A Boston-based fixed-income manager with $17.5 billion in AUM has developed a new method that it believes is critical to reducing risk in its portfolios.

Investors Ask SEC To Defend Conflict Minerals Rule

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Sustainable investor groups are urging the SEC not to let a recently filed lawsuit delay the agency from implementing a rule that requires U.S...

Assets Involved In SRI Jumps Significantly

by Dorothy Hinchcliff

U.S. assets invested based on environmental, social and governance criteria increased nearly 30 percent to $3.314 trillion at year-end 2011 from 2009, US SIF reports.

The Impact 50

by Thomas M. Kostigen

ImpactAssets, a nonprofit financial services company, has updated its manager database for advisors and investors allowing people to better find impact investment managers.

Arnott Misses Fundamental Points, Says Folio Investing CEO

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Robert Arnott's recent criticism of target-date fund strategies is an "unfortunate" analysis that misses fundamental points, says Folio Investing's CEO Steven M.H. Wallman.

Guggenheim's Defined-Maturity Bond ETFs Offer Advisors Flexibility

by Juliette Fairley

To tap into fresh bond-market inflows, Guggenheim Investments has added six new funds to its existing line up of advisor-focused defined-maturity bond ETFs.

Tax Foundation Ranks States By Taxation

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The Tax Foundation has released the 2011 edition of Facts and Figures: How does your State Compare?

Playing Catch Up

by Frank Jaffe

How do we help baby boomer clients who don't have enough money to retire?