Social Sustainability

We plan no change to our fair value estimate; shares fairly valued.

We review potential impact on valuation for the four companies involved.

Investors--and policymakers--should consider sustainability issues holistically.

The Flow Financial founder talks about supporting women in the tech industry, IPOs and restricted stock, and what it means to be a financial life planner.

It’s one thing to call yourself an ally, and another to do the work.

A closer look at the data suggest that income may be the real determinant of women's investing choices.

Morningstar researchers debate the best way to profit and promote social good

Corporate business taxes set to rise, but not up to 2016 levels.

The Harding Loevner co-CIO discusses owning a soccer team, behavioral finance, and the people and processes that make up the firm.

Advisor Rachel Robasciotti listens to groups on the ground to make an impact.

Nuanced exclusion criteria mean funds that seek to avoid animal testing can differ widely from each other and from market benchmarks.

And why asset managers should be engaging with gunmakers.

Although women investors are saving more than men, they are also more hesitant to talk about financial matters and tend to have less confidence in their investing acumen.