The retirement funds of the top 100 U.S. public companies, with combined assets of about $1.8 trillion, have ratcheted up their fixed-income allocations to a record level.
Investors put $2 billion into the Vanguard Short-Term Treasury ETF (VGSH) and about $660 million into the Schwab Short-Term U.S. Treasury ETF (SCHO) last week -- a record for both funds,
CDFI investment products are a powerful tool for financial advisors with clients interested in community investing, social justice and environmental justice.
As registered funds increase in popularity, it’s important that financial advisors apply the same level of due diligence that they would for a private market investment.