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In March 2016, Morningstar rolled out its Sustainability Rating for global mutual and exchange traded funds (ETFs), to provide insight into a fund’s environmental, social and governance impact. Now the research firm is looking to help investors determine a portfolio’s carbon footprint. The new Portfolio Carbon Risk Score will identify funds that hold companies with low carbon emissions or are lowering carbons emissions in line with the Paris agreement. ...
Clients Want to Discuss Guaranteed Lifetime Income with Advisors
Financial advisors who discuss guaranteed lifetime income with their clients are rated more highly than those who don't, accoarding to a new study by AXA US and The Insured Retirement Institute. The study, conducted by Greenwald & Associates, found that 80 percent of individuals are interested in learning about a retirement option that offers principal protection and the potential for growth. Fifty-six percent rate their financial professional highly when lifetime income is discussed, versus 34 percent who do so when it is not brought up. ...
CAIS Brings on SEI Platform to Ease Private Placements for Advisors
Private placements and other alternative investment strategies may be useful for some clients, but handling the paper-work intensive process of tracking them can be daunting. To help smooth the process, CAIS, a technology platform that gives advisors access to alternative investment strategies, announced an integration with SEI Trade, SEI's cloud-based back-office automation process for investments and transactions. ... |
