Tag: environmental social and governance investing

The governor sees Florida as a trendsetter in how states can prohibit and ban ESG in state funds. 

Experts caution against including political values in investment strategy, but explain that ESG is not a political agenda.

An adviser’s message to his peers is to not fear including ESG factors in investment analysis.

Among new, self-directed DC retirement plan participants, ESG fund allocation is ‘relatively modest when offered in the core menu,’ according...

While the ESG controversy has not changed how three states operate, one state treasurer has doubled down by banning them...

One factor hindering ESG’s adoption is the lack of ESG-focused target-date funds, though several firms are starting to introduce them. 

Nineteen Republican state attorneys general signed a letter to BlackRock seeking ‘clarification on actions that appear to have been motivated...

UBS launches U.S. version of Climate Aware Equity Index, and Vanguard makes Global Positive Impact Stock Fund available.

Wilshire brings to market third-gen factor index series and Northern Trust Front Office Solutions enhances liquidity management solutions for asset...

DWS releases climate-focused Xtrackers ETF.

Schwab Asset Management reduces fees on 10 funds; LeafHouse Financial Services announces new DCIO service; and Russell Investments expands personalized...

MSCI launches next generation of equity factor models, while Robeco launches quant credit strategy focused on SDGs and climate.

Nationwide adds two new death benefit features; Putnam Investments to launch five new investment strategies; and Broadridge launches multi-account collective...

Vontobel expands retirement plan offerings; Brooklyn Investment Group and Apex to launch A.I.-powered unified managed account platform; BlackRock updates multifactor...

Putnam Investments to develop suite of sustainable retirement target-date funds; PGIM Investments expands actively managed fixed income ETF lineup; Nationwide...

Case focused on misstatements and omissions regarding ESG offerings.

Advisers prefer managed accounts as a retirement income solution, a PIMCO survey shows.

Pacific Life announces collaboration with Wespath and WTW on qualifying longevity annuity contract option; Principal Global Investors launches active real...

Alquity and Spouting Rock to launch new U.S. ESG investing platform; State Street Global Advisors launches new ETF; Northern Trust...