by
Eric Rasmussen
The BP disaster has thrown a spotlight on environmental, social and governance data.
by Jerilyn Klein Bier
Was BP ever green? ESG fund managers share their views.
The appointment of a new mutual fund "czar" could influence key issues in the fund industry.
A proposal to limit some mutual-fund fees has advisors standing up for C
shares, a fund share class that typically carries an ongoing charge
that goes partly to advisors.
Some advisors claim that limiting mutual fund fees will leave smaller investors out in the cold, but here's how this RIA has built a firm that serves small and large clients without commissions.
A proposal to limit and shed more light on 12b-1 fees could help cut fund costs, but some advisors say smaller investors may wind up
unable to afford advice.
by
Dorothy Hinchcliff
A company that works with 3,000 financial advisors who provide
retirement plan services to their clients has expanded its fund line-up
by adding sustainable fund family Parnassus Investments.
by
Jeff Schlegel
The SEC has voted unanimously to propose a new framework for marketing
and selling mutual funds, including replacing 12b-1 fees.
by Marla Brill
Westport Fund manager Ed Nicklin steps in when companies stumble.
by Jerilyn Klein Bier
Learn what exchange traded funds can offer SRI investors-and a few caveats to watch out for, too.
by Steve Schueth
Power Of The Proxy
by Jerilyn Klein Bier
SRI leader shares top investment picks in sustainability markets targeted for average annual revenue growth of 20%-plus in a weak economy.
by Raymond Fazzi
What's going on in Europe right now will have to run its course.
There might soon be a day when at least half of the mutual-fund
community converts its traditional funds into ETFs.
by
Jeff Schlegel
One-year-old company rolls out a mutual fund star rating system it says
takes a deeper look at risk metrics than does Morningstar Inc.'s
bellwether star rating system.
by Jerilyn Klein Bier
SRI experts reveal which investments are best positioned to benefit from industry trends.
by Jilian Mincer
Socially responsible investments, especially faith-based mutual funds,
are finding a place in more 403(b) retirement plans.
The debt crisis in Europe has highlighted one often-overlooked aspect
of bond indexes: The more debt a company or a country issues, the
bigger the role it typically plays in the benchmark.
Among mutual funds, the pain from the recent market downturn was felt
far and wide-but not shared equally. The same can be said of the
relief experienced so far in the recovery.
