Morgan Stanley expands sustainable investment options for smaller investors

The products allow clients to build small impact portfolios from mutual funds and exchange-traded funds using positive and negative screens for environmental, social and governance metrics, as well as thematic screens aligned to the U.N. Sustainable Development Goals.

Wealthy families seek – and find – market-rate returns from ‘values-aligned’ investing

As market uncertainty looms, values-aligned families are looking to direct investments to boost returns, according to a survey by the Family Office Exchange, a network of 350 wealthy families.

Equity crowdfunding changes who gets financed

Early indications suggest equity crowdfunding has the potential to help more women and minority entrepreneurs — often overlooked by traditional funding sources — access funding.

Retail platforms for sustainable investing struggle to differentiate themselves – and to attract customers

To claim customers, new competitors are seeking to differentiate themselves with screens, filters and impact metrics that attempt to make a difference in public-equity markets.

Philanthropic investors multiply their impact assets with Beyond Meat’s IPO

Impact investments from donor-advised funds helped seed the growth of Beyond Meat, the plant-based meat company that stages a successful public offering earlier this month.

How to start the conversation, and other sustainable investing tips for financial advisors

The first wave of financial advisors to offer sustainable investing options may have wanted to change the world

Ellevest raises $33 million for women’s investment platform

The company launched in 2016 and recently passed $100 million in assets under management.