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week ending July 17th, 2020
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Interest in environmental, social and governance (ESG) investing is growing among investors, perhaps more so now that improvements in the effects of climate change were seen during lockdowns caused by the COVID-19 pandemic and the events of this year have increased focus on diversity and inclusion. In previous guidance from the Department of Labor (DOL) it seemed amenable to including ESG factors in decisions about retirement plan investments; however, it has recently proposed a regulation that seems to dial back its stance. Whatever becomes of the proposed regulation, plan sponsors will need to be able to justify and document the selection of any ESG-related investments. Enjoy this edition of PLANSPONSOR Weekend! |
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Editor's Choice |
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Compliance
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DOL ESG Proposal Throws a Cloud Over Prior Guidance
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The proposed regulation seems to create stricter limits for ESG investing in retirement plans, but experts say it is not all doom and gloom for plan sponsors and participants who want these investments.
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Investing
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Lack of Track Records Hinder ESG Investing
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Additional conclusive information about environmental, social and governance (ESG) investment performance may help retirement plan sponsors be less wary about making ESG investment decisions.
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Investing
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Providers Look to End the ESG Performance Debate
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According to Mike Hunstad at NTAM, it may take some time for the retirement industry in the U.S. to fully embrace ESG as a positive-performance factor, but he says it’s already a best practice to think about ESG from a risk-management perspective.
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Investing
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ESG Investments a Good Option for Retirement Plans
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Performance is not sacrificed by investing in environmental, social and governance (ESG) investments, and plan sponsors and participants can align their financial goals with their values, a white paper argues.
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