The Millennial generation ranked ESG factors as equally important as investment outcomes when considering investments decisions, according to a survey.
Forty-four percent of financial advisers say they would be willing to accept lower returns in order to achieve a positive social impact.
There is no dispute that environmentally and socially conscious investing are growing in popularity; what is more questionable is impact investing’s efficacy at promoting positive change for real people.
Investment volume tied to themes of sustainability and social/environmental responsibility has grown 33% in the last few years alone.
A new report urges investors to look beyond the peripheral politics of ESG investing and think instead about the very real “systems-level” risks presented by issues such as climate change, human rights abuses and economic inequality.
John Hancock introduces TDF analyzer tool; Charles Schwab enhances Institutional Intelligence Portfolios; Millennium Trust expands Fund Custody Solution; and more.
State Street Global Advisors Adds 88 Firms to Gender Diversity Index; Morningstar Credit Ratings Now Ranking Financial Institutions; and Morningstar Partners With Advicent to Upgrade Asset Allocation Classification.
Research from global analytics firm Cerulli Associates finds that institutional investors in general no longer limit review of their assets to traditional financial metrics such as revenue, profitability, or valuation.
New research from Spectrem Group highlights a perplexing fact about financial altruism: Those with less saved are likelier to want to use their wealth to help others.
Enthusiasm about environmentally responsible investing has bloomed in the wake of recent DOL rulemaking, but a new TIAA survey shows a knowledge gap persists.
From the headline-grabbing U.N. climate summit held in Paris to new DOL regulations on environmentally-minded investing by retirement plans, sustainability is clearly on the mind. How are providers responding?
Growth in 2014 for U.S.-owned institutional assets was down from 2013, but demand for custom solutions is a significant area for ongoing growth, Cerulli finds.
However, that increase was not seen in corporate retirement plans, according to a Callan survey.
CUNA Mutual Retirement Solutions adds to stable value offerings for 457 and 403(b) plans; Index Fund Advisors “Investing for Catholics” division launches faith-based target-date fund.
Cerulli Associates shares findings that clearly show increased demand from public pension plans for outsourced investment leadership.
While introducing new guidance, Labor Secretary Thomas Perez told reporters ESG-based investing no longer has “the cooties” from an ERISA perspective.
Process Unity unveils new integration with Salesforce, while BlackRock adds to its lineup of sustainable investing funds.
Nine in 10 want investments to align with values.
More than anything, ESG investment advocates face an image problem.
This week’s new investment products and services include an absolute return fund from Goldman Sachs; a book about stable value investing from Stable Value Consultants; and the launch of Tideline, a consulting firm designed to provide tailored advice about institutional impact investing.