Asset Managers: Financial Factors Are Important Part of ESG Investment Selection
Investments should rank well on both financial and ESG metrics, and plan sponsors should know how their asset managers approach...
Tag: environmental social and governance investing
New Trends in Investing Pushing Greater OCIO Use
The push to create value-aligned portfolios, add annuities to retirement plans, and free up time to focus on other things...
Products |
Investment Product and Service Launches
MSCI to launch investment solutions with Microsoft, and Xtrackers by DWS launches ESG ETFs.
Opinions |
Why Are Retirement Plan Sponsors So Far Behind on Sustainable Investing?
Lisa Woll, CEO of US SIF, discusses how inconsistent guidance has hindered the inclusion of sustainable investing options in defined...
Survey Finds Limited Use of Alternative and ESG Investments in DC Plans
Plan sponsors’ view of participants’ investment sophistication and recent regulations could have something to do with it.
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Investment Product and Service Launches
Franklin Templeton releases research hub; CAVU launches impact investing share classes with Invesco; and Franklin Templeton grows ETF suite.
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Investment Product and Service Launches
Domini Impact Investments releases mutual fund and ASI launches several ESG-focused funds.
Opinions |
Barry’s Pickings: Round and Round We Go
Michael Barry, president of O3 Plan Advisory Services LLC, discusses the political back and forth that occurs when administrations change,...
Pension Fund Climate Change Lawsuit Settles
A case in Australia could have implications for duties of retirement plan fiduciaries around the world.
DOL Issues Final Rule With Softer Stance on ESG
The final version of the regulation emphasizes the importance of using only ‘pecuniary’ factors in the assessment of investment options...
Institutional Investors Say ESG Factors Can Be Applied to Securities Lending
However, a survey found that securities lending needs to evolve in order to integrate investors’ ESG principles with their securities...
The DOL’s ESG Proposal and DB Plans
Defined benefit plan fiduciaries can expand on their evaluations of ESG investments to show they are financially beneficial and not...
Considerations for ESG Investing in Retirement Plans
Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
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Investment Product and Service Launches
FTSE Russell launches enhanced Green Revenue Data Model; Franklin Templeton presents goals optimization engine; and Natixis Launches Three Active ETFs.
The Future for ESG Investing in Retirement Plans
The DOL says ESG integration cannot propel financial advancement. Experts say the department is wrong; plan sponsors just need education...
DOL Letters Seen as Further Effort to Restrict Use of ESG in Retirement Plans
Before it published a proposed rule, the DOL sent letters to plan sponsors about ESG investment practices. Sources share thoughts...
Understanding How ‘E,’ ‘S’ and ‘G’ Contribute to ESG Performance
Investors need to know which factors will help them achieve their long-term and their short-term goals.
Opinions |
Barry’s Pickings: ESG QDIA
Michael Barry, president of O3 Plan Advisory Services LLC, offers his thoughts on the DOL’s proposal to ban ESG-centric funds...
DOL ESG Proposal Throws a Cloud Over Prior Guidance
The proposed regulation seems to create stricter limits for ESG investing in retirement plans, but experts say it is not...
Pandemic Shines a New Light on Climate Change and ESG Investing
The COVID-19 crisis is showing plan sponsors how corporate behaviors affect the environment and that encouraging positive ones with investment...