Article Can Investors Clean Up With Clean Energy? By Adam Johnson — May 31, 2022 This week’s reader question: With gas prices high and oil supply chains disrupted, is now a good time to buy clean energy stocks? Adam Johnson, portfolio manager, Adviser Investments’ American Ingenuity strategy: I’m a big believer in clean energy companies. Whether you call it “renewable,” “green” or “alternative” … Read Morekeyboard_arrow_right
Article ESG Investing is Popular…But Is It Profitable? February 3, 2022 Socially responsible investing has continued to grow in popularity. Can you still make strong returns while avoiding certain companies that don’t share your environmental, social and corporate governance beliefs? Vice President Steven Johnson outlined our view on ESG investing during our recent webinar, Diversification Is Dead…and Other Modern Myths.* Please enjoy … Read Morekeyboard_arrow_right
Article Active ETFs: The Best of Both Worlds? September 15, 2021 Active ETFs: The Best of Both Worlds? Now that the fee wars have come to their natural conclusion, fund managers seem to be opening up a new frontier in their efforts to attract investor dollars: Adding active-management oomph to low-cost index options. Vanguard’s decision to open three new … Read Morekeyboard_arrow_right
Article Climate Change and Your Portfolio By Elizabeth Laprade — August 22, 2021 This week’s reader question: How should I factor climate change into my investment strategy? How does Adviser Investments manage this portfolio risk? Climate change is a consideration for many investment managers, including us. But after evaluating the findings in the United Nations report released last week, it’s safe to say … Read Morekeyboard_arrow_right
Article Federal Reserve 101: Tools for Fighting Inflation July 7, 2021 Federal Reserve 101: Tools for Fighting Inflation With inflation fears dominating the financial news, you’ve probably been hearing a lot about the Federal Reserve. And if you’ve been wondering what exactly the central bank is, and how it functions as a key player in the U.S. and global economy, you’re not … Read Morekeyboard_arrow_right
Article Fidelity Expands ESG Lineup June 23, 2021 Fidelity Expands ESG Lineup Fidelity Investments launched five new actively managed environmental, social and governance (ESG) funds last week. The new funds include two equity mutual funds, one bond mutual fund and two equity ETFs, bringing Fidelity’s total ESG lineup to 11 mutual funds and ETFs. The new funds are available … Read Morekeyboard_arrow_right
Article ESG Investing: Our Perspective By Elizabeth Laprade — June 14, 2021 This week’s reader question concerns “socially responsible” investing: What is Adviser Investments’ perspective on ESG investing and how should we, as investors, be thinking about this opportunity (particularly considering Biden’s legislative agenda)? Are companies with strong “ESG scores” higher-quality companies that we should be focusing on? ESG investing has grown … Read Morekeyboard_arrow_right
Infographic Special Report Socially Conscious Investing: Doing Well While Doing Good March 19, 2019 Is it possible to do well while doing good? Impact investing, socially responsible investing (SRI), environmental, social and corporate governance investing (ESG)—all of these investment philosophies share the singular goal of producing financial returns while investing solely in companies that are determined to be morally or ethically sound. To find out more … Read Morekeyboard_arrow_right
Guide Special Report Socially Responsible and ESG Investing the Adviser Investments Way February 26, 2019 Socially Responsible Investing (SRI)—aligning a portfolio with one’s values—has been practiced for decades, but has burst into the mainstream more recently under the moniker: “ESG,” or Environmental, Social and Governance investments. At its core, ESG investing distinguishes between companies that score well on a host of issues related to environmental, social and … Read Morekeyboard_arrow_right
Podcast ESG Investing—Doing Well While Doing Good By Brian Mackey, Elizabeth Laprade, Kate Austin — February 12, 2019 ESG investing has burst into the mainstream over the last decade and there are now many different approaches for investors to choose among. In this episode, Brian, Liz and Kate, three members of Adviser Investments’ research and investments team, break down the philosophy driving the different types of socially responsible investing and … Listen Nowkeyboard_arrow_right