Compliance | December 2nd, 2022 Republicans Move to Prevent SEC Climate Disclosure Requirements Though the SEC has not approved its proposal to require climate-risk and carbon emissions disclosures, Republicans are moving to prevent...
Compliance | November 29th, 2022 The Mid-Term Results and What They Mean for ESG and SECURE 2.0 ESG strategists may experience greater uncertainty when Republicans take over the House, but supporters of SECURE 2.0 can still expect...
Compliance | November 23rd, 2022 ESG Is Now Permissible, But Not Required, Under ERISA The DOL rule is designed to reduce legal uncertainty and obstacles to ESG investment.
Compliance | November 22nd, 2022 DOL Finalizes ESG Consideration in Retirement Investing With final DOL ruling, plan sponsors can consider climate change and other ESG factors when selecting investments.
Data and Research | November 11th, 2022 Exploring ESG Investing: Political Agenda or Economic Factor? ESG is not to be confused with divestment and exclusionary investment strategies, says expert panel.
Investing | November 10th, 2022 Exploring ESG Investing: What Is ESG? Environmental, social and governance investing is not what you may think.
Compliance | November 9th, 2022 Senators Toomey and Cotton Write Warning Letters to ESG Industry These warnings allege potential anti-trust violations and come in the wake of other such warnings and divestments on the state...
Deals and People | October 27th, 2022 Investment Bank’s Policy Strategist Says Republicans Likely to Take House of Representatives The Chief Washington Strategist at Stifel believes Republican control could lead to headline and potential policy risks for 'woke capital.'
Compliance | October 14th, 2022 Promoting ESG Strategy and More Uniform Regulation Are Focus of Georgetown Panel Speakers emphasized the distinctions between ESG and sustainable investments and the need for greater regulatory clarity between jurisdictions.
Benefits | September 22nd, 2022 Investors’ ESG Demands: Will More Plan Sponsors Be Forced to Act? Studies about the concerns of Generation Z and Millennial investors indicate that they’re worried about retirement and care deeply about...
Investing | August 9th, 2022 GOP Attorneys General Raise Fiduciary, Antitrust Concerns in Letter to BlackRock August 4 letter to CEO Larry Fink seeks ‘clarification on actions that appear to have been motivated by interests other...
Products | July 21st, 2022 Investment Product and Service Launches UBS launches U.S. version of Climate Aware Equity Index, and Vanguard makes Global Positive Impact Stock Fund available.
Compliance | June 22nd, 2022 SEC’s Proposed Climate Regulation Draws Support and Criticism Investment consultants' sustainability group and others are supportive, while financial services firms and asset managers raise objections.
Investing | June 9th, 2022 PSNC 2022: ESG Definitions and New Developments What is environmental, social and governance investing? And exactly how new—or not—is it?
Data and Research | June 7th, 2022 New Retirement Industry Trend Insights Recent years have presented unprecedented challenges, and many firms are evolving to better address them.
Compliance | May 25th, 2022 Proposed SEC Regulations Address Advisers’ ESG Practices, Fund Names One proposal put forward Wednesday by the Securities and Exchange Commission would restrict the way investment managers use ESG nomenclature...
Compliance | May 24th, 2022 BNY Mellon Affiliate Settles SEC Charges Over ESG Statements With $1.5 Million Penalty First ‘greenwashing’ case hints at more enforcement to come.
Investing | May 2nd, 2022 Millennials Will Make Impact Investing Mainstream As younger investors attain more wealth, doing good will matter as much as making a profit, says Fidelity Charitable.
Investing | November 8th, 2021 A Two-Step Approach to ESG Investment Analysis The first step involves choosing an optimal mix of asset classes based on traditional measures of risk and return, and...
Compliance | October 26th, 2021 A Pro-ESG Framework That Could Finally Stick Now that industry experts have had some time to digest the DOL’s new proposal regarding the use of ESG investment...