Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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A review of 160 socially responsible mutual funds from 22 Social Investment Forum (SIF) member fund families shows that the majority of the funds outperformed the benchmarks for their categories in calendar year 2009. In particular, nearly three...
The graph below measures the performance of the Shanghai Composite Index against a basket of Chinese ADRs selected by Bespoke Investment from Jan. 2, 2009 through Dec. 31, 2009. The basket of 57 stocks, which includes all listed ADRs with a market...
Like hard-pressed retailers, investment managers have lately taken to lowering prices. Mutual funds and ETFs have cut expense ratios. Even exclusive hedge funds have reduced the fees they charge clients. Some of the fee cuts may be temporary...