Tag: Ellevest
Posted on September 15, 2021
SRI or ESG investing remains a hot trend in the investment industry. At Backend Benchmarking, we compare the equity performance of the SRI/ESG options and the standard options at the same robo advisor to analyze their differences.
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Posted on March 11, 2021
- 2020 was another significant year for robo advisor trends: Empower buys Personal Capital, Motif closes doors, ESG investing on the rise
- Direct indexing becomes increasingly popular as BlackRock buys Aperio and Schwab buys tech from Motif
- Walmart announced a partnership with Ribbit Capital potentially making financial planning more available – another major robo advisor trend
Posted on September 15, 2020
- Through the first half of 2020 results were mixed, with five of eight SRI portfolios outperforming their respective standard portfolios
- Betterment SRI, Merrill Edge SRI, and Morgan Stanley SRI lead the way over the first half of 2020
- Over the trailing 2-year period, all five SRI portfolios outperformed their non-SRI counterparts at the same provider despite higher fund fees
Posted on August 14, 2020
- Socially Responsible Investing continues to garner interest; 2019 net fund flows nearly 4X times greater than 2018 flows
- Portfolio Sustainability metrics only slightly improve by choosing conscientious options
- SRI funds are more expensive but promising performance has offset the fee hike thus far
Posted on May 1, 2020
- SRI portfolios remain popular and continue to perform well
- Wealthsimple SRI is the top 1- and 2-year total portfolio performer
- Morgan Stanley SRI leads 1-year equity performance
Posted on February 25, 2020
Investing with a focus on environmental, social, and governance (ESG), also known as socially responsible investing (SRI), has increased rapidly in popularity as of late. Morningstar reported that ESG/SRI funds had a net inflow of $20.6 billion dollars in 2019. This is a 300% increase from net flows in 2018. But how is ESG/SRI performance?
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