Displaying items by tag: esg

Monday, 18 August 2025 07:47

The Battle for ESG Isn’t Over

Despite political pushback and policy rollbacks, most large U.S. companies have maintained or even increased their sustainability investments in 2025, according to a survey by EcoVadis. 

 

Nearly half of executives said spending remains steady, while about a third reported higher investments paired with reduced public promotion — a trend dubbed “greenhushing.” The findings suggest that firms increasingly view supply chain sustainability as a strategic advantage, with many citing its role in attracting customers and maintaining operational stability. 

 

Only a small share have cut back, underscoring a belief among corporate leaders that sustainability supports long-term growth, even if it’s less publicly advertised. Concerns remain over regulatory rollbacks, with nearly half of C-suite leaders warning they could increase supply chain disruptions. 


 

Finsum: The data points to a quieter but still committed corporate approach to sustainability in the face of shifting political and regulatory landscapes.

Published in Wealth Management
Monday, 23 June 2025 12:43

ESG is Down but Not Out

Despite recent political pushback, institutional support for ESG (environmental, social, and governance) investing remains strong, with many large investors continuing to prioritize sustainability. 

 

This is good news for ESG-focused ETFs like the Invesco ESG Nasdaq 100 ETF (QQMG) and the ESG Nasdaq Next Gen 100 ETF (QQJG), which could see more adoption as political resistance fades. A 2025 BNP Paribas survey found that 87% of institutional investors have not altered their ESG goals, and 84% expect sustainability progress to continue or accelerate through 2030. 

 

Furthermore, 85% of respondents said they now integrate sustainability criteria into their investment processes. However, challenges persist, including concerns about ESG data reliability, greenwashing, and balancing short-term performance with long-term sustainability. 


Finsum: ETFs that aim to address those concerns by tracking transparent, sustainability-aligned indexes with performance in line with their non-ESG benchmarks.

Published in Bonds: Total Market

Although the Trump administration is rolling back some environmental regulations and cutting incentives for renewable energy development, many sustainability-focused investments remain commercially viable. 

 

Deregulatory moves and proposed tariff increases may challenge clean energy supply chains and weaken enforcement of environmental protections. However, the economics of renewables like wind and solar continue to improve, with costs often rivaling those of fossil fuels in parts of the U.S. Demand for energy is also rising due to technologies like AI, reinforcing the need for diverse and resilient power sources. 

 

UBS maintains that a diversified, global approach to ESG investing can continue delivering competitive returns even in a less supportive political environment.


Despite shifting U.S. policy, sectors such as infrastructure, energy efficiency, and materials still present strong opportunities for sustainable investors.

Published in Wealth Management
Monday, 05 May 2025 05:06

Direct Indexing Minimums are Getting Lower

Apex Fintech Solutions has introduced a new Direct Indexing platform designed to help advisors and fintechs create tailored, tax-smart portfolios for their clients. The solution enables investors to directly hold the individual stocks within an index, allowing for fine-tuned adjustments based on personal goals or values like ESG preferences. 

 

With a minimum investment of $10,000, it opens access to advanced portfolio customization for a broader range of users. The platform offers built-in benchmarks for large, mid, and small-cap equities, and incorporates automated tax-loss harvesting to improve efficiency and returns. 

 

Seamlessly integrated into Apex’s Augmented Advice™ suite, it simplifies portfolio management while supporting deep personalization. Future upgrades will further enhance customization, including user-defined indices and more precise portfolio adjustments.


Finsum: ESG is a great spot for custom indexing because it is ripe for picking companies that align with investor value. 



Published in Wealth Management

The Trump administration has proposed major federal budget cuts for 2026, aiming to slash over $160 billion, including deep reductions to climate and clean energy programs. The plan targets more than $15 billion in previously approved funding for carbon capture and renewable energy, along with $6 billion earmarked for electric vehicle charging stations. 

 

According to the White House, these programs failed to deliver results and should instead rely on private sector leadership guided by market demand. The proposal would shift focus toward boosting domestic production of fossil fuels, nuclear energy, and critical minerals. 

 

Additional cuts would hit the EPA, USDA, and NOAA, reducing support for environmental research, farm conservation, and food aid abroad. Critics argue the plan undermines public health and rural development, while its passage in Congress remains uncertain.


Finsum: Obviously ESG is going to take an initial hit with the administration, but it has always remained a very long term investment, and could be a good time to buy low. 

Published in Wealth Management
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