The National Association of Plan Advisors has launched a certificate program designed to help retirement plan advisers evaluate environmental, social and governance investing opportunities. The NAPA ESG Investing for 401(k) Plan Advisors Certificate Program is designed to provide the advisers ...

As the global ESG investing space ponders the possibility of universal standards and definitions to help add more structure and uniformity, it might be time to start worrying about oversight becoming too strict in a part of the wealth management ...

As trillions of dollars flow into ESG strategies, global investors are becoming frustrated with the hodgepodge of standards and ratings designed to guide their allocation decisions and are clamoring for more uniform rules. Dimensional Fund Advisors, the U.S. giant with about ...

An advisory panel to the Securities and Exchange Commission encouraged the agency Wednesday to implement diversity disclosures by registered investment advisers and funds, and strengthen environmental, social and governance disclosures for public companies and investment products. The SEC’s Asset Management ...

Affiliated Managers Group is buying a majority interest in San Francisco-based Parnassus Investments, a $47 billion fund group that has focused on responsible investing for the past 35 years. With the addition of Parnassus, AMG’s assets dedicated to environmental, social ...

The nation’s largest retirement program — the federal government’s Thrift Savings Plan — will begin offering ESG funds in the summer of 2022 through a new mutual fund “window” similar to a brokerage option. As reported by Barron’s, the fund ...

In the latest example of the wealth management industry adjusting to the growing demand for sustainable investing products and strategies, J.P. Morgan on Tuesday announced the acquisition of OpenInvest, a technology platform that helps financial professionals customize and report on ...

The Securities and Exchange Commission may make corporations reveal more about climate risks in key regulatory filings, a push that Wall Street and the biggest tech companies say will lead to a barrage of shareholder lawsuits. Top SEC officials want ...

Gemini Trust, the cryptocurrency exchange run by Cameron and Tyler Winklevoss, purchased about $4 million in credits to help offset the carbon emissions footprint of the Bitcoin it holds in custody. The firm made a donation in that amount to ...

Gone are the days when considering environmental, social and corporate governance factors in investing was an option. Today, ESG is central to any solid business strategy. Consider PwC’s recent announcement that it would spend $12 billion over five years to ...