Tag: SRI

Posted on September 15, 2021

SRI or ESG investing remains a hot trend in the investment industry. At Backend Benchmarking, we compare the equity performance of the SRI/ESG options and the standard options at the same robo advisor to analyze their differences. 

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Posted on August 18, 2021

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 August 17, 2021

Morgan Stanley Access Investing is the digitally managed account platform offered by Morgan Stanley. Access Investing stands out immediately for its unique investment themes including  Robotics & AI, Defense & Cybersecurity, Emerging Consumer, Genomics, Diversity, and others.

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Posted on January 27, 2021

After a tumultuous 2020, we look to the year 2021 with a fresh set of eyes. We anticipate there will be a few notable trends that will not only continue but evolve. We expect direct indexing, Socially Responsible Investing, and financial planning applications to make a growing impact on the space.

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Posted on October 13, 2020

Welcome to the Backend Benchmarking company update. In this article, we share news of our Research team preparing to write the Q3 Robo Report and testing our application for bugs, our Development team getting closer to the finish line, Backend’s media appearances since the Barron’s feature, and exciting news on a partnership with an Ivy League university professor.

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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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