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Getting Proactive on ESG: 5 Tips for Advisers

posted 7 days ago
Environmental, social, and governance: three factors that have become the focus of attention in the investment world. But where is the investment industry when it comes to incorporating the ESG factors into client portfolios? “What we’re seeing at ...

The Success Rate of Passive Funds

posted 23 days ago
The Success Rate of Passive Funds Morningstar’s Active/Passive Barometer does not provide a success rate for passive funds, but the exercise of estimating one provides additional insights into the Barometer’s methodology and the success rate of actively-managed ...

Passive Investing’s Past Performance Problem

posted 11-18-2020
Investors may be surprised at just how much price risk is embedded in today’s benchmark indices. By Simon Hallett, CFA, Co-Chief Investment Officer, Harding Loevner   A couple of months ago, Exxon was summarily dropped from the Dow Jones ...

Research Spotlight | ESG Ratings At Best a Starting Point for Active Analysis

posted 11-06-2020
The Bottom Line : Differences in ESG ratings highlight that sustainable investing must be active to be successful. This is the conclusion of a study by Dimson, Marsh and Staunton, the authors of “Triumph of the Optimists”, and well-respected academic ...

What We’re Reading Now – ESG Assets Flowing into Active Funds

posted 10-30-2020
Broadridge Research: Active Asset Managers Can Meet Rising Demand with New ESG Solutions A new report from Broadridge Financial Solutions suggests that “many aspects of ESG investing lend themselves to active approaches” including the management ...

What We’re Reading Now

posted 09-21-2020
Active Equity Investors Outperform Market And S&P 500 in Q2 – Financial Advisor Magazine Active equity fund investors outperformed equity index fund investors and the S&P 500 in the second quarter, and they also withdrew less assets than ...

Dispersion of Sustainability Ratings Highlights Active Nature of ESG Investing

posted 08-13-2020
A new report from the Active Managers Council illustrates that sustainable investing inherently involves active decision-making. Take for example the dispersion of sustainability ratings. The paper found that ratings from different providers can seem ...

What We’re Reading Now

posted 07-15-2020
Client-Centric ESG Investing Needs to Be Active, White Paper Asserts – Financial Advisor According to the AMC’s most recent white paper, “ Sustainable Investing is an Active Process ,” advisors who want to deliver client-centered ESG to investors ...

Sustainable Investing is an Active Process

posted 06-30-2020
Sustainable investing is experiencing strong growth, both in assets under management and in investor acceptance. Total U.S.-domiciled assets under management using sustainable investing strategies rose from $8.7 trillion at the start of 2016 to $12.0 ...

What We’re Reading Now

posted 05-20-2020
Fidelity: Amid Pandemic, Advisors Rebalance, Look at Active Investments – Barron’s Fidelity recently surveyed 468 advisors and found 41% of financial advisors were looking to increase clients’ allocations of active investments. Fifty-seven percent ...