Impact Investing

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Morningstar Pushes For Clear-Cut ESG Standards

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Investors lack consistent and comparable ESG data, Morningstar says.

Pandemic Brings Employee Protections Into Focus

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Pax World Funds has worked with companies to promote ESG involvement, the firm said.

How Green Energy Investing Can Bridge The Disconnect Between Market Performance And Economic Reality

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In the current crisis, revenues for power-producing facilities have remained stable.

Donor-Advised Funds Assert Predominance In 2020’s Time Of Need

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DAFs are giving donors an additional way to further align their investments and their intentions.

ESG Investors Are Confronting A Race Problem Of Their Own

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White people make up about 80% of employees in socially responsible investment firms.

Smartleaf Partners With RIA To Offer AI-Driven Ensemble Active Portfolios

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Strategies from Melius Investments have been added to Smartleaf's model marketplace.

5 Ways To Deepen Client Relationships Through Philanthropy

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It’s more important than ever to have a high emotional IQ in client conversations.

iShares Debuts Half-Dozen ESG ETFs

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The new funds expand the company’s sizable lineup of ESG products.

How The Pandemic Exposed Big Gaps In Clients' Financial Plans

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Clients are re-evaluating their goals amid the Covid-19 crisis, said roundtable participants.

NY Life To Teach Advisors About Sustainable Investing

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A knowledge gap exists for advisors and investors about sustainable investments, NY Life says.

The Tax Rule That Inspired Billionaires And Movie Stars To Back Climate Moonshots

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Donor-advised funds and other charitable vehicles are being used to make positive climate impacts.

Trump Tax Break Fails To Deliver For Communities, Study Finds

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Thus far, "opportunity zones" don't seem to be creating many opportunities.

Recovery Runs Into New Risk In Vast Partisan Gap On U.S. Economy

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Democrats appear to be sitting out the economic recovery, perhaps for political reasons.

Who Will Profit The Most From A Green Recovery?

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ESG investors are turning their sights to structural inequality.

Millennial Investors Looking To Challenge Corporate Policies

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Millennials are looking to change companies that do not comply with ESG investing standards, a survey says.

Calvert CEO Says Ending Racism Is A Responsibility Of Businesses

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John Streur said his company will press corporations to disclose information about their racial diversity.

U.S. Renewables Outstrip Coal For First Time Since 19th Century

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For the first time since the late 1800s, the U.S. consumed more energy from renewable sources last year than from coal.

Advisors, Clients Still Light Years Apart On Values-Based Investing

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Depending on their age, advisors both underestimate and overestimate the importance of values-based investing.

ESG Banking Fintech Aspiration Closes $135M Fundraising Round

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Aspiration was founded by former Bill Clinton speechwriter Andrei Cherny.

Will Dividends Become Politically Incorrect?

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A UBS report asks what shareholder distributions, including dividends, will look like in the post-pandemic world.

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