From the category archives:

Socially Responsible ETFs

The old adage “never judge a book by its cover” has been applied to a wide variety of situations over the years, from encouraging open mindedness in social situations to shopping for a car to, well, judging books by their covers. And it turns out this piece of advice can be quite valuable for investors as well, especially those who have embraced ETFs as tools for building long-term portfolios or establishing short-term tactical tilts.

For investors who wish to take a longer look under the hood of a product, the transparency offered by ETFs allows them to do just that; most products publish a complete list of holdings on a nightly basis, allowing for a complete review of components that isn’t possible with mutual funds and various other types of securities. In most cases, the holdings of an ETF are fairly predictable; most investors could guess the primary components of the S&P 500 SPDR (SPY) or the Energy SPDR (XLE). [click to continue…]

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Pax World Launches Socially Responsible EAFE ETF (EAPS)

by Michael Johnston on January 31, 2011

Pax World, a leader in the field of sustainable investing, has rolled out the second product in its ESG Shares lineup. The Pax MSCI EAFE ESG Index ETF (EAPS) will seek to replicate a benchmark consisting of stocks in the Europe, Australasian, and Far East regions that meed certain environmental, social, and governance criteria. EAPS will be the first ETF based on a sustainability or ESG-based index to target the EAFE region. [click to continue…]

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Losing Faith In The Market? Try These ETFs

by Jared Cummans on July 30, 2010

Recent years have seen a tremendous expansion of the ETF universe, in terms of both the number of products and total assets. Though the majority of ETF assets are still in domestic equity funds, the bulk of the innovation has taken place in other corners of the market; options for fixed income and commodity exposure [...]

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The Socially Responsible ETF Guide (Five Minute Edition)

by Michael Johnston on May 18, 2009

As the ETF industry has exploded and investors have poured cash from traditional mutual funds into these investments, a number of interesting ETFs have popped up attempting to establish market share. One interesting sector consists of socially responsible ETFs, which generally invest in companies with positive and ethical environmental and social policies. These funds will often avoid companies [...]

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