The average 2020 'through' series was down 10.6% in the first quarter, compared with a loss of 8.4% for 'to' funds. 'For investors with a $1 million nest egg who plan to retire in 2020, that’s a difference of more than $20,000 in losses,'...
The family-run Nicholas Co. is closing the Nicholas High Income Fund, its only fixed-income fund, on or around July 24.
BlackRock said in a research note that 88% of sustainable indexes did better than their non-sustainable counterparts in the first four months of 2020.
It’s the latest active manager to make its funds available on the free- to low-cost platform.
Corporate leadership diversity can be a powerful investment screen—when it’s responsibly implemented.
'Investors in sustainable funds are typically driven by their values, invest for the long term, and seem to be more willing to ride out periods of bad performance,' Morningstar says.
Assets in money-market funds have soared to a record $4.77 trillion amid a flight to safety by investors this year.
The head of ESG investing for Rockefeller Capital Management predicts the pandemic’s long-term impact on sustainable investing strategies.
The Netherlands, Sweden and the United Kingdom got the top grades, making them the most investor-friendly on regulation and taxation.
Once the deal closes, Morningstar will own 100% of ESG research and ratings shop Sustainalytics, valued at nearly $185 million.