At a high level, a factor is any characteristic of a stock — or any other group of assets — where we know exposure to that characteristic at the start of the analysis. Some of these characteristics ...

The Securities and Exchange Commission on Wednesday approved a rule proposal that would require investment advisers and fund managers to disclose additional information on ESG strategies in fund ...

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. I am the Kester and Brynes Professor at Columbia Business School and a Chazen Senior Scholar at the Jerome A. Chazen Institute for ...

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 ...

There has been mounting pressure on mandatory ESG disclosure in recent years that may reach a precipice in 2021 with a new SEC Chairman. The forces driving this pressure include institutional ...

Considering environmental, social, and governance (ESG) factors when making an investment is no longer solely the province of “impact-first” investors—those who prioritize social or environmental ...

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 ...

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 ...