Rogers, a partner at Angeles Wealth Management, says advisors need to determine investors’ specific values through deep ...

Friedberg is a former investment portfolio manager, university finance instructor and author of three books including "Personal Finance; An Encyclopedia of Modern Money Management." Her work has been ...

Sorting ETFs and mutual funds into proper sectors and allocations can be a challenge for investors even when they have plenty of good information to go on. But when it comes to evaluating ESG ...

Fact checked by Amanda Jackson Reviewed by Pamela Rodriguez ESG, SRI, and Impact Investing: An Overview Investing is no longer just about the returns. A growing number of investors also want their ...

ESG investing has grown in popularity in recent years as investors have become increasingly aware of sustainability’s importance in the long-term success of companies. Because of this, some mutual ...

A handful of asset managers have been pulling the plug on ESG-themed funds they launched several years ago — a result they all but certainly knew was coming, as not every attempt to get a slice of ...

Climate-focused mutual funds saw a 75% decrease in inflows since 2021, Financial Times reported. Sales dropped from $151 billion in 2021 to $37.8 billion in 2023, according to Morningstar data. That ...

ESG funds, including both mutual funds and exchange-traded funds, have grown into a $400 billion market in the United States alone. The first step in testing whether ESG funds deliver higher ESG ...

All but one of the 100 largest ESG funds by asset size — comprising equity and fixed-income mutual funds and exchange-traded funds — posted negative returns for the year ended Oct. 31; however, on ...

Last year, investors pulled money out of U.S. mutual funds and ETFs, to the tune of $370 billion — the first occasion of net redemptions since Morningstar began tracking sales in 1993. But that wasn’t ...