The independent broker/dealer is making it a lot easier—and less expensive—for advisors to run their own portfolios within its centrally managed account platform.
The wealth manager said its ratings will give advisors and clients better clarity into how portfolios are exposed to environmental, social and governance risks.
“Investors do not get nearly enough usable information about how their money is being voted, and because of that, they cannot adequately hold those fund managers accountable for how they vote in those elections,” Securities and Exchange...
Calvert CEO John Streur says the asset management industry is on the cusp of “ESG 2.0,” where governance and engagement will be more important than simply filtering portfolios with new metrics. This creates wide-open opportunities for financial...
