Products | February 25th, 2021 Investment Product and Service Launches MSCI to launch investment solutions with Microsoft, and Xtrackers by DWS launches ESG ETFs.
Opinions | February 8th, 2021 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...
Compliance | December 17th, 2020 Two Pro-ESG Investing Bills Introduced in House Two bills proposed by Congressional Democrats would require certain parties to disclose whether and how they are taking environmental, social...
Opinions | December 2nd, 2020 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,...
Investing | November 12th, 2020 Pension Fund Climate Change Lawsuit Settles A case in Australia could have implications for duties of retirement plan fiduciaries around the world.
Products | November 12th, 2020 Investment Product and Service Launches Northern Trust updates investor portal for alt asset managers, SSGA introduces corporate bond ESG ETF, and Mercer launches climate transition...
Investing | November 9th, 2020 Asset Managers Share Initial Expectations for the Biden Presidency One expected outcome at this very early juncture is that environmental, social and governance investing will see major advancements, sources...
Compliance | October 30th, 2020 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...
Investing | October 30th, 2020 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...
Compliance | October 22nd, 2020 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...
Investing | September 22nd, 2020 PSNC 2020: Time to Get Serious About ESG? Environmental, social and governance investing is slowing becoming pervasive in DC plans, particularly as Millennials are poised to become the...
Ask the Experts | September 22nd, 2020 Considerations for ESG Investing in Retirement Plans Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Products | September 17th, 2020 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.
Compliance | August 5th, 2020 DOL’s Proposed ESG Restrictions Panned in Public Comments The clear trend among investment managers, retirement industry professionals and members of the public is skepticism about the need for...
Investing | July 16th, 2020 Insurers Report Negligible Long-Term Changes to Investment Strategies The firms—which have similar investing goals to DB plans and back investments included in some DC plans—are continuing a move...
Compliance | July 15th, 2020 DOL’s Proposed ESG Restrictions Criticized by Senate Democrats The Democratic senators join in a chorus of concerned stakeholders who say the DOL is being overly restrictive about the...
Opinions | July 1st, 2020 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...
Compliance | June 30th, 2020 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...
Compliance | June 24th, 2020 DOL Seeks Stricter Limits on ESG Investing Under ERISA The proposed regulation would “confirm that ERISA requires plan fiduciaries to select investments and investment courses of action based solely...
Compliance | June 12th, 2020 DOL Position on ESG Investing May Soon Shift (Again) A forthcoming proposed regulation from the DOL is expected to address the topic of environmental, social and governance (ESG) themed...