Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
For more investment news subscribe to our free weekly Investment Strategies e-newsletter. Join today.
Recent Nareit research looked at actively-managed real estate funds, REIT balance sheets and the state of ESG among publicly-traded real estate investors.
Nearly 70 new ETFs made their market debuts in September. That included 21 bond ETFs, one commodities ETF, 41 equities-based ETFs and six target date/multi-asset ETFs.
The aim is to exploit the tax efficiency of the ETF wrapper, which means funds rarely incur capital gains tax, instead transferring the burden to investors when they exit.
The co-founder and former chief investment officer of Pacific Investment Management Co. has been growing increasingly vocal in recommending the strategy, which involves betting on the outcome of corporate takeovers.
