Pension Fund Climate Change Lawsuit Settles
A case in Australia could have implications for duties of retirement plan fiduciaries around the world.
Tag: ESG
Products |
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...
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...
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...
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...
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 |
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.
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...
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...
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 |
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...
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...
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...
Like U.S. Corporations, U.S. Nonprofits Remain Shy About ESG Investing
Even in very mission-driven organizations, there is enough diversity of opinion to make consensus on how to define environmental and...
Products |
Investment Product and Service Launches
Capital Group launches fund invested in sectors of the credit spectrum; Domini introduces Sustainable Solutions Fund; Northern Trust enhances Online...
Products |
Investment Product and Service Launches
iShares expands ESG initiatives; T. Rowe Price announces enhancements to TDFs; and Swan Global Investments reduces CIT fees.
Products |
Investment Product and Service Launches
Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and...