A test of the summary report found more than 90% of mutual fund investors agreed it was enough to help them stay informed and was a document they would be more likely to read than current reports.
While it took on average 121 years for countries to adopt steam and motor ships after they were first invented, it took only 16 years for personal computers to become a norm, and just seven years for the Internet.
Leading distributors are consolidating assets, and new groups are growing in influence.
Seventy-nine percent are incorporating socially responsible investing into their practices, according to an Eaton Vance survey.
Year-to-date, the index is up 0.92%.
A new white paper published by Risk.net maps out the growing volume of institutional exchange-traded fund usage and encourages institutions to take a more sophisticated approach measuring liquidity.
The percentage of U.S. institutional investors that reject ESG outright shrank dramatically year over year, from 51% to 34%, according to RBC Global Asset Management’s third annual Responsible Investing Survey.
The effects are a dampening of volatility and better returns.
Among foundations, that is 64%, according to a Callan report.
“Providing advisers with materials that can be used to educate clients about a firm’s approach to ESG investing is crucial in increasing adviser adoption,” says Ed Louis, a senior analyst at Cerulli Associates.
A new white paper argues that investors can use their hard-earned dollars to make a positive impact on the world while also enhancing the performance characteristics of their portfolios.
As part of the PRT agreement, Prudential will assume the responsibility for paying pension benefits to about 23,000 International Paper retirees.
A Charles Schwab SDBA report says the group allocated to ETFs and saved cash at a higher rate than other generations.
Thirty-one percent of LGBTQ respondents to a MassMutual survey acknowledge that they may be taking more risk than they should compared to 22% of other retirees and pre-retirees.
Ten years after the Great Recession, there continues to be a great focus on the best way to handle capital preservation on the DC retirement plan menu.
The firm argues clean share classes can stick to their channels with greater free transparency and lower cost.
Although ESG ratings can be useful when used properly, they should not be the sole metric used to make investment decisions. A report gives examples.
A look at actively managed versus passively managed equity and bond funds, blended target-date funds, and with more sponsors encouraging retirees to remain in their plan, how defined contribution plans need to address retirement income solutions.
Vanguard’s chief economist warns that rising rates may sting in the short term, but book value losses should be offset by higher future returns—rewarding those with perspective and strategic patience.
One option is through a profit sharing plan that invests the money in an annuity once a participant retires.