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...
Opinions | June 22nd, 2018 Social Investing and ERISA Plans: The Context Is Significant Thomas White, partner at Rimon Law, discusses how plan sponsors should consider ESG investments following the DOL’s latest guidance.
Investing | June 20th, 2018 PSNC 2018: Investment Lineup Construction and Design There are a number of investment vehicles to consider when drafting a plan menu that best suits the plan's participants.
Compliance | April 24th, 2018 DOL Issues More Guidance Related to ESG Investing in DC Plans In a new Field Assistance Bulletin, the DOL clarifies how ESG investment considerations should be made under ERISA if ESG...
Products | March 29th, 2018 Investment Products and Services Launches JULY adds Stadion ETF to platform; Nationwide increases fund offerings with new ETF; and Fairpointe Capital releases ESG-centralized approach.
Reader Responses | March 26th, 2018 SURVEY SAYS: Socially Responsible Investments in DC Plans The Department of Labor (DOL) has paved the ways for inclusion of environmental, social and governance (ESG)-screened investments to be...
Investing | February 22nd, 2018 Institutional Investors Were Prepared for Market Volatility Investors surveyed by Natixis cited strategies they've been using to diversify their portfolios.
Investing | January 25th, 2018 With Sustainable Investing Pledge, Voya Joins Industry ESG Debate Voya Investment Management has pledged to adopt six basic principles to promote and support the use of environmental, social and...
Products | January 18th, 2018 Investment Products and Services Launches American Century releases first ETFs, and Putnam reveals two ESG fund offerings.