Sustainable Investing

So-called greenwashing by asset managers misleads investors by labeling products with false claims of ESG benefits. But the SEC’s initiative to restrain this malpractice falls short because it does not distinguish between risk- and ethics-driven ESG products.

Markets provided investors with a dozen lessons in 2022 (and a bonus one in the postscript).

The omnibus spending bill puts our retirement system on an even less sustainable basis.

Big global banks are eying some of the world’s most fragile countries for a new experiment in financial engineering: debt relief in exchange for environmental protections.

I've put together four steps to grow your client base – this month.

Asia’s benchmark stock index was on track to enter a bull market, as China’s reopening and a weakening dollar lure investors back to the region.

When the Deepwater Horizon rig exploded in the Gulf of Mexico in 2010, triggering the largest-ever oil spill in the US, all eyes turned to BP Plc, the British company behind the drilling. But BP wasn’t alone in the project.

The $6.5 trillion US ETF industry boomed in 2022 as innovative product debuts and market volatility fueled a near-record number of launches. But the fanfare revealed a major flaw in the space: the lack of women helming the funds.

European governments are set to unleash a deluge of bonds into markets this year. Investors will demand either a further shift higher in yields or a substantial improvement in the region’s inflation outlook to digest the coming wave of supply...

I’ve learned a lot through my work consulting with advisors. Here are some marketing insights to help you plan for 2023.

Relative to the accumulation phase, strategies that mitigate the unique risks faced by retirees in decumulation are less understood and researched. By identifying and illustrating those risks, planners can better prepare clients for retirement.

The asset management arm of BNP Paribas SA said using a different interpretation of “sustainable investment” than some of its peers has allowed it to keep the European Union’s top ESG tag attached to about $20 billion worth of funds.

Crypto is squarely in the cross hairs of Washington regulators, with fresh calls for stricter controls before the industry can get big enough to affect the broader financial system.

Implementing technology that comprehensively supports every business objective is about a consultative, hands-on relationship with the vendor.

As the world economy prepares for a true transition to decarbonization, interest in renewable energy has re-emerged as an important topic for investors. This interview features Rene Reyna, who is head of thematic and specialty product strategy for the ETFs and Indexed Strategies teams at Invesco.

The following article provides an important perspective on Gen Z’s entrance into the workforce.

This wasn’t the year hoped for in the crypto and blockchain space, especially for stakeholders and investors.

At a recent climate-finance meeting attended by Wall Street giants including BlackRock Inc. and Goldman Sachs Group Inc., no one spoke until a lawyer had finished reading out a disclaimer stating the group was not a cartel.

As climate change moved higher on the Wall Street agenda, there had been fewer indications that financial giants took similar interest in the biodiversity crisis.

The US market for ESG-related products is less than half the size previously reported, according to the main umbrella organization for sustainable investing.

The battle against inflation is far from over, but markets can’t be blamed for rushing to judgment after an unequivocally positive consumer price index report Tuesday.

Asset managers are trying to digest new regulatory proposals that have the potential to upend Europe’s biggest ESG fund category.

It has been my tradition to informally rate the investment-related books I read in the past year.

As the debate heats up over ESG investing, fixed-income professionals say they need more data than what’s currently out there.

A rush of regulation and investor pressure is forcing companies to do a better job of tallying up the environmental impact of their operations and the products they sell. That’s stirring demand for software that helps businesses measure carbon emissions.

From homeowners renting out spare rooms to publicly traded real estate investment trusts, landlords in colder areas of the US are bracing for their heating costs to soar this winter.

Some of the world's biggest investors predict that stocks will see low double-digit gains next year, which would bring relief after global equities suffered their worst loss since 2008.

At Microsoft’s annual meeting on Dec. 13, shareholders will vote for the first time on whether to support an analysis of the climate risk posed by the company’s 401(k) retirement options.

If a crushing bear market, inflation-fueled volatility and slump in inflows was meant to cool the booming US exchange-traded fund industry, issuers never got the message.

The following is a story about a company that’s become wildly successful by having an intense focus on consumers’ needs and behavior.

Emerging-market central banks face a Catch-22 where plunging economic growth means they can’t keep monetary conditions tight, but elevated inflation doesn’t allow them to halt rate hikes either.

Let’s look at the powerful feature set an advisory firm could put together from a collection of the higher-rated, low-market-share programs and solutions that I’ve collected from past surveys, many of which you may not even be aware of.

While the crypto horror show rages on, stocks have quietly rallied almost 10% in the last month amid cautious optimism that the worst of the inflation shock is over. But might it be a head-fake?

Federal Reserve officials have enough worrisome inflation data to consider raising interest rates to a higher peak than investors expect and potentially follow the half-point hike they’ve signaled this month with the same again in February.

The asset management unit of BNP Paribas SA is stripping Europe’s top ESG designation from $16 billion worth of funds, adding to a tidal wave of reclassifications that the industry is blaming on unclear rules amid growing signs of anger from investors.

Tesla Inc. handed over the first of its electric Semi trucks, a milestone for the automaker more than five years after it unveiled the vehicle.

As president of the Federal Reserve Bank of New York and vice chair of the policy-setting Federal Open Market Committee, John Williams is perhaps the second-most influential US central banker behind Fed Chair Jerome Powell.

Ethical debt deals are set to become the majority in Europe’s market for corporate loans for the first time next year.

Global bonds rebounded in November, adding a record $2.8 trillion in market value, as investors bet that central banks are getting a grip on inflation. But how long the party lasts is another matter.

The top bosses of US oil and gas companies are speaking less and less about climate and carbon emissions, a signal that the industry’s public focus on ESG over the past couple of years may be fading.

Some people are suggesting that the Federal Reserve consider a compromise in its battle with rising prices: Instead of imposing the full monetary tightening required to get inflation back down to its 2% target, why not increase the target a bit?

Historically, soaring oil prices have been bad for the US economy because they squeeze US consumers and producers, and often are happening when the Federal Reserve is raising interest rates to rein in inflation.

A lack of reliable ESG data in emerging markets is proving a boon for some of the heavyweights of global finance.

Amundi SA is removing the European Union’s highest ESG designation from virtually all funds that once carried it, as it joins a growing list of investment firms that have been wrong-footed by a change in regulatory guidelines in the bloc.

All financial manias have some features in common.