Investing | April 16th, 2019 Sponsors Can Expect Expanding ESG Opportunities One firm, for example, plans to soon roll out multiple additional products to complement its two existing ESG-labeled strategies—next will...
Compliance | April 12th, 2019 ESG, Proxy Voting Trends Unlikely to Shift on Executive Order The ultimate impact of President Trump’s new executive order is likely to be more symbolic than substantive when it comes...
Investing | March 13th, 2019 Cerulli Finds All Talk, No Action Regarding DC Plan ESG Investment Adoption Cerulli Associates found fee sensitivity and the notion that environmental, social and governance (ESG) investing entails a trade-off in performance...
Products | March 7th, 2019 Investment Product and Service Launches Vanguard presents active equity ESG fund; Goldman Sachs announces ETF suite focused on innovation; State Street enhances fixed income ETFs;...
Products | March 4th, 2019 Pentegra Introduces 401(k) Program With SRI, ESG Focus The retirement plan provider is offering this program in partnership with Social(k) and LeafHouse Financial.
Investing | January 4th, 2019 Mission-Based Employer Embraces ESG TDFs, In-Plan Income UWC-USA makes all of its decisions and policies with its broader mission in mind; based on a commitment to education,...
Investing | December 13th, 2018 ESG Access Among Active Management Opportunities in 2019 Asked about what Putnam has seen develop this year in terms of environmental, social and governance investing programs, and about...
Products | November 29th, 2018 Investment Product and Service Launches Touchstone Creates Additional Equity Funds; AAM Builds Third High Dividend Value ETF; and HB&T to Build ESG-Centered Collective Investment Fund.
Investing | November 14th, 2018 SRI Holdings in ERISA Plans Gaining Ground, but Concerns Remain What would encourage more ESG offerings in retirement plans?
Investing | October 31st, 2018 Enthusiastic ESG Investing Measured Among U.S. Institutions Continuing a trend that began in 2012, criteria related to climate change and carbon emissions remained the most important environmental...
Products | October 25th, 2018 Investment Product and Service Launches BlackRock Launches Multiple ESG Funds and Tools; Fingage Managed Account Solution Added to LT Trust Recordkeeping Platform; Franklin Templeton Acquisition...
Investing | October 22nd, 2018 U.S. Demand Grows for ‘Safe ESG’ via Fixed-Income Vehicles There is still not very much discussion in the U.S. about fixed-income investments pursuing ESG themes, according to BlueBay Asset...
Investing | October 9th, 2018 U.S. Institutional Investors Changing Views of ESG Investing A global survey of institutional investors found more in the U.S. said ESG factors can be a source of alpha...
Investing | October 8th, 2018 Institutional Investors Increase Use of ESG Investing Forty-three percent incorporate ESG factors, up from 22% in 2013.
Investing | October 3rd, 2018 Arnerich Massena Makes Economic Case for ESG Investing Responsible practices and policies have been shown to serve corporations better in the long run, strengthening their ability to meet...
Products | September 27th, 2018 Investment Product and Service Launches Capital Group adopts PFaroe; Reliance Trust chooses Northern Trust to support CITs; Vanguard introduces low-cost ESG ETFs; and more.
Investing | September 26th, 2018 Plan Sponsors Need the Right Motivations for Choosing ESG Investments Political motivations and investor recommendations can result in choosing a low-performing investment for a retirement plan.
Products | September 6th, 2018 Investment Product and Service Launches T. Rowe Price closes Emerging Markets Stock Fund; Fidelity merges active and passive funds in new TDF suite; SSGA decreases...
Investing | August 10th, 2018 GAO Explores Why Few Retirement Plans Embrace ESG Investing GAO says in other cases where plans may face complexity, such as selecting a target-date fund or monitoring pension consultants,...
Investing | June 25th, 2018 Cerulli Analysts Tackle Tough Topic of ESG ‘Materiality’ While not a new concept, materiality is essential to efficiently integrating ESG factors into the investment process; it all boils down to...