Tag: environmental social and governance investing
Seventy percent of employers use target-date funds (TDFs) as the default investment option for their retirement plans, yet ESG versions of these portfolios are virtually nonexistent, according to ClearPoint.
There are a number of investment vehicles to consider when drafting a plan menu that best suits the plan's participants.
In a new Field Assistance Bulletin, the DOL clarifies how ESG investment considerations should be made under ERISA if ESG policies are included in investment policy statements and when choosing QDIAs.
“Ultimately, we believe that an active and tactical approach to investing in green bonds may allow investors to better manage risk factors, such as those relating to currencies and rates,” says Yvette Klevan, managing director and portfolio manager/analyst at Lazard Asset Management.
American Century releases first ETFs, and Putnam reveals two ESG fund offerings.
Callan says this is partly due to multiple years of investor education around ESG coming to fruition.