by Bill Holliday | mutual funds, Podcast, socially responsible investing
http://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2016/03/27-Green-Century-Leslie-Samuelrich-podcast.mp3Podcast: Play in new window | DownloadSubscribe: Apple Podcasts | Android | RSS In this episode, I speak with Leslie Samuelrich of... by Bill Holliday | investing, mutual funds, socially responsible investing
Morningstar has a new Sustainability Rating to measure how well the companies held by a fund are managing their Environmental, Social, Goveranance (ESG) risks and opportunities when compared with similar funds. They use company ESG data from Sustainalytics, a leading... by Bill Holliday | investing
There is a cost for an investment company to operate a mutual funds and ETFs. It includes the manager’s fees, administrative costs, compliance, trading costs, 12b-1 fees (sales fee for the company who sold you the fund) and advertising. The expense ratio is a... by Bill Holliday | investing, types of investments
There is a cost for an investment company to operate a mutual funds and ETFs. It includes the manager’s fees, administrative costs, compliance, trading costs, 12b-1 fees (sales fee for the company who sold you the fund) and advertising. The expense ratio is a...