Mutual Funds

iStockphoto Can a factor approach better help investors identify good fixed-income plays, like “fallen angel” bonds? As the bond bull market grinds on, investors increasingly see fixed income as fertile ground for factor investing. “Factors” are broad characteristics of securities, such as volatility, momentum, and quality, that can be quantified and harnessed to achieve a
0 Comments
If you’re wondering whether environmental, social and governance (ESG) investing is taking off, consider this: the term ESG was used during 100% more S&P 500 corporate earnings calls in the second quarter of 2019 compared with the first quarter, according to FactSet. And while the actual number of mentions was only 24 (compared with 12
0 Comments
A recent critique of sustainable investing on MarketWatch by Alicia Munnell offers a highly skewed analysis with conclusions that simply aren’t justified by the facts. I am the chief executive of US SIF: The Forum for Sustainable and Responsible Investment, a membership organization with the objective of advancing sustainable investing. Sustainable investing does not exist
0 Comments
One factor that makes responsible investing difficult for investors is the linguistic anarchy that surrounds it. Investors, asset managers and advisers tend to liberally apply terms like ESG, even when it may not fully reflect the investment strategy or fund in question. The resulting terminology soup unfortunately provides the perfect breeding ground for investor confusion
0 Comments