Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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Research shows that clients are interested in impact investing when the options are presented to them, yet many advisors still aren’t sure about it themselves. Here are the trends you need to know.
BlackRock’s iShares, Vanguard and State Street manage roughly $2.6 trillion of the $3.1 trillion invested in ETFs as of September, or 84 percent of ETF assets.
A JPMorgan Chase & Co. survey for the week through Oct. 2 found that clients as a whole soured on Treasuries, with 44 percent holding a short position relative to their benchmark.