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Press release: American Portfolios Addresses SRI through the Launch of its Nine Points Investment Management Impact Portfolios
American Portfolios (AP) has added to its long-standing commitment to corporate social responsibility by launching the Nine Points Investment Management (NPIM) Impact Portfolios. Through Socially Responsible Investing (SRI), these portfolios select investments using Environmental, Social and Governance (ESG) criteria to provide advisors with a total portfolio solution. "SRI is more than a fad; it’s where the future of investment is moving," Director of Investment Research Jessica Skolnick, CFA states.
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- Investing
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ESG is incomplete: An investor’s perspective
While the sweeping uptake of ESG research and ratings within the investment industry is a welcome evolution, many recent adopters use a check-the-box approach. More investors, both individual and institutional, demand that their investments achieve both financial and ethical returns. To cater to this increasing demand, managers are touting the fact that ESG and other sustainability criteria are, at the very least, considered in the investment process.
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- Impact Assessment, Investing
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Why Financial Advisors Are Still Reluctant to Jump on ESG Bandwagon
Asset managers and major brokerages think there’s big money to be made shilling these funds to advisors, with the likes of BlackRock, Bank of America and UBS highlighting the growing acceptance and mainstream popularity of SRI and “impact investing” strategies.
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- Investing
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OPINION: Socially responsible investing an expensive taste
Other benefits like peace and a livable planet notwithstanding, the financial cost of socially responsible investing appears to be high.
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- Impact Assessment, Investing
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Viewpoint: Why Socially Responsible Investing Is Not for Me
About one-fifth of all assets under management in the U.S. now include some ESG component, according to the Forum for Sustainable and Responsible Investment, and some 500 mutual and exchange-traded funds now practice some form of socially conscious investing.
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- Investing
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Betterment Announces Socially Responsible Investing Portfolio
The Betterment investing team, which includes PhDs, CFP® professionals and CFAs, analyzed all low-cost funds oriented toward environmental, social, and governmental (ESG) criteria, searching for products that could replace components of Betterment's portfolio strategy without sacrificing the parts of Betterment's advice that protect investors' returns the most: global diversification, tax optimization, and control of cost
- Categories
- Investing
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The truth is finally starting to emerge about socially responsible investing
"The ESG performance of companies appears to be something that can be used to generate value in a portfolio; traditional exclusion can be a drag," Hale said.
- Categories
- Investing
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Press release: TFC Financial Management Launches Sustainable and Responsible Investment Strategy
"Our clients, their families and prospective clients are increasingly expressing interest in SRI and their desire to have investment portfolios be more aligned with their personal values and social impact priorities," said TFC Chief Executive Officer Renée Kwok, CFP®. "We are pleased to be able to offer this strategy, designed to provide long-term investment returns as well as positive social and environmental impact, as both dimensions are important to these clients."
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- Investing
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