What’s the required policy response?

The new tool allows investors to filter and search for funds based on their sustainability preferences.

Sponsors will have to demonstrate they don’t sacrifice performance.

The industry doesn’t have some of the entrenched networks that keep non-White people out of power on Wall Street, yet still lacks representation.

The SEC is investigating whether USO adequately disclosed risks to investors after it was forced to dramatically reshuffle the mix of futures contracts it tracked during the market turmoil.

The CFA Institute has started the next step in its process to develop ESG disclosure standards by November 2021.

Advisors can begin to take these strategic actions today to better prepare themselves to support future digital asset capabilities.

COVID-19 has caused some advisors to doubt the benefits of outsourcing investment management to third-party models, according to data collected by market research firm Ycharts.