Tag: ESG

PIMCO Acquisition Expands Municipal Bond Business; TIAA Adds Guaranteed Income to Custom Default Solutions; Franklin Templeton Adds Regional ETFs to Lineup; and more.

The percentage of U.S. institutional investors that reject ESG outright shrank dramatically year over year, from 51% to 34%, according to RBC Global Asset Management’s third annual Responsible...

Among foundations, that is 64%, according to a Callan report.

“Providing advisers with materials that can be used to educate clients about a firm’s approach to ESG investing is crucial in increasing adviser adoption,” says Ed Louis, a...

A new white paper argues that investors can use their hard-earned dollars to make a positive impact on the world while also enhancing the performance characteristics of their...

Although ESG ratings can be useful when used properly, they should not be the sole metric used to make investment decisions. A report gives examples.

A look at actively managed versus passively managed equity and bond funds, blended target-date funds, and with more sponsors encouraging retirees to remain in their plan, how defined...

First Trust Introduces Dorsey Wright Momentum Plus ETFs; T. Rowe Price Closes 23-Year-Old Fund; Fidelity Merges Active and Passive Funds in New TDF Suite; and more.

In addition, data on ESG investing is also inconsistent, assessing ESG could increase plan costs, and many investors incorrectly perceive that ESG investing can lower returns.

Transamerica Launches Stable Value Account for Retirement Plans; TD Ameritrade to Provide CLS Fund Models on Market Center Platform; Fidelity Offers Third ESG Investing Option; and more.

As an investment professional or a client, there are a lot of reasons to feel positive about the topic of environmental and socially minded investing, but new Cerulli...

Panelists discussed numerous investment options that can push additional retirement savings. 

According to the College for Financial Planning, investors of all kinds are clamoring for more information about sustainable investments and corporate responsibility.

The new guidance addresses ESG investment considerations under investment policy statements and when choosing QDIAs.

JULY Adds Stadion ETF to Platform; Nationwide Increases Fund Offerings with New ETF; and Fairpointe Capital Releases ESG-centralized Approach.

While the investing rules controlling the Connecticut public pension fund are different from those governing corporate retirement plans, the argumentation as to why gun manufacturer divestment may be...

Turning to opportunistic allocations and alternative investments, they expect average returns of 7.2% this year, Natixis found in a survey.