Mutual Funds

Steve Lydenberg, a pioneer of responsible investing, says it’s time to focus on reforming systems.

In this week's fund news, firms bulk up their direct indexing capabilities, Vanguard merges target-date funds, DFA expands its SMAs and slashes minimums, and a new BlackRock tool helps advisors invest in private markets.

Despite the marketing push around investment products and ESG funds, there is no one-size-fits-all approach to sustainable investing.

While the Biden administration is seen as favoring ESG-focused investments, regulators’ attitudes have varied over the years.

In this week’s fund news, Goldman offers share classes to support scholarships for Black women; a Senate proposal threatens ETFs’ tax efficiency; and Northern Trust hires a new CIO.

Dimensional in June became only the second U.S. issuer to pull off a conversion, transforming $29 billion worth of mutual funds into ETFs in an industry record.

Parnassus’ Core Equity Fund, America's largest actively managed ESG-focused fund, offers a positive payback.

A good rating doesn’t necessarily mean your investment is doing much good.

The SEC is following the money: Few businesses are booming in high finance like sustainable investing, as governments, pension plans and corporations all seek to lower their carbon footprints and be better public citizens.

SEC Chair Gary Gensler's latest comments mark the newest warning to the asset management industry to avoid inflated language around its environmental, social and governance allocations.