Tag: ESG

ESG and Fixed Income—a Natural Fit

Both quantitative and qualitative research suggest bonds issued by companies with favorable environmental, social and governance (ESG) ratings can offer downside mitigation during periods of market turbulence.
Art by Jackson Epstein

Investment Product and Service Launches

Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and MSCI publishes principles of sustainable investing.

Art by Jackson Epstein

Investment Product and Service Launches

John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans form equity strategy firm. 

Investment Product and Service Launches

John Hancock creates model portfolios managed by Manulife; Northern Trust builds portfolio analytics tool; American Century to launch new suite of investment solutions; and more.

Art by Jackson Epstein

Investment Product and Service Launches

Stadion's managed account service offered on TRG platform; Apex builds ESG rating service and adds global development head; Northern Trust Forms Options Trading Desk in Chicago; and more.

Art by Jackson Epstein

Investment Product and Service Launches

Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors launches ESG money market fund. 

Art by Jackson Epstein

Investment Product and Service Launches

American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.

The Best Case for ESG Under ERISA Is Long-Term

According to Michael Hunstad, head of quantitative strategies at NTAM, it is undeniable in 2019 that ESG issues are material to financial performance; more debatable is the best way to leverage ESG themes in institutional portfolios.

There’s an Untapped Market for ESG Investing

More investors than research has shown are interested in environmental, social and governance (ESG) investing, but most don't speak out, and many need education to help them invest in what matters to them.