Tag: Merrill Edge

Posted on November 13, 2020

  • Four of the six SRI portfolios outperformed their standard counterparts among those with a two-year performance history, despite higher fund fees for SRI options
  • The two cases where the standard portfolio outperformed—Ellevest and TD Ameritrade—were only by a small margin
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Posted on November 3, 2020

Overview

Merrill Edge is Bank of America’s electronic trading platform that focuses on servicing clients with a lower investable asset base than the typical relationship with a financial advisor. In 2018, the firm was reported to have surpassed $200 billion in assets with over 2.5 million accounts, making it one of the largest digital investment platforms on the market. 

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Posted on September 15, 2020

  • Through the first half of 2020 results were mixed, with five of eight SRI portfolios outperforming their respective standard portfolios
  • Betterment SRI, Merrill Edge SRI, and Morgan Stanley SRI lead the way over the first half of 2020
  • Over the trailing 2-year period, all five SRI portfolios outperformed their non-SRI counterparts at the same provider despite higher fund fees
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Posted on August 21, 2020

  • Equity markets declined sharply in March giving robos an opportunity for timely rebalancing trades
  • Schwab, Wealthfront, Edelman, and more had notable rebalances from bonds to stocks during the lows
  • The juggernaut Vanguard and others did not rebalance during the entire six-month period
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Posted on August 14, 2020

  • Socially Responsible Investing continues to garner interest; 2019 net fund flows nearly 4X times greater than 2018 flows
  • Portfolio Sustainability metrics only slightly improve by choosing conscientious options
  • SRI funds are more expensive but promising performance has offset the fee hike thus far
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Posted on May 1, 2020

  • SRI portfolios remain popular and continue to perform well
  • Wealthsimple SRI is the top 1- and 2-year total portfolio performer
  • Morgan Stanley SRI leads 1-year equity performance
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