Seventeen Democrat attorneys general told Congress this week that environmental, social and governance (ESG) factors are critical to understanding the true value of a company, and thus should continue ...

As ESG factors help contribute to—or detract from—security returns, it makes sense for active investors to integrate them into security selection. Factor attribution using historical returns can ...

The DOL announced a final rule that retirement plan fiduciaries can consider climate change and other ESG factors when selecting investments. The news finalizes a discussion started more than a year ...

Kentucky Representative Andy Barr introduced a bill aimed at returning investment regulations to a Trump-era standard. Representative Andy Barr, R-Kentucky, introduced legislation called the Ensuring ...

Incorporate data-driven sustainability scores into your investment decisions with Bloomberg ESG Scores — insights on how ...

After a yearlong wait, the Biden administration has issued a new rule that could make it easier for your retirement plan to invest in environmentally responsible funds. The Department of Labor rule ...

An important question for investors in environmental, social and governance (ESG) investment strategies is: What is the impact of ESG strategies on expected returns? Should they expect higher or lower ...

According to a global two-phase survey from Morningstar Indexes and Sustainalytics, asset owners are not, by and large, implementing ESG factors in their portfolios. The Voice of the Asset Owner ...

Last year, investors pulled money out of U.S. mutual funds and ETFs, to the tune of $370 billion — the first occasion of net redemptions since Morningstar began tracking sales in 1993. But that wasn’t ...

In a previous post, I discussed how a tilt-tilt approach to multi-factor index construction can minimize the dilution of competing factors while still maintaining diversification. But there's yet ...

The materiality of ESG factors differs across sectors and markets. Investors need to understand how. As environmental, social and governance (ESG) factors help contribute to—or detract from—security ...