Tag: ESG

Putnam brings its first ESG-focused target-date series to defined contribution plans, with plans for further choice, personalization.

Third-party administrator PAi has teamed up with Morningstar to offer small and medium-sized businesses an employer retirement plan with an...

A 2022 DOL rule clarifying that ESG strategy can be used in fiduciary decisions was challenged by 25 states in...

Rule to permit ESG considerations is due to take effect on Monday, but a federal lawsuit aims to derail it.

Vanguard offers multi-sector income bond fund; Hub starts HR technology consulting practice; Vestmark launches six direct-index separately managed accounts; and...

Fintech Save starts ESG-focused savings program; ConsumerTrack now officially GoBankingRates; Bitget launches new crypto trading platform; and more.

Ameriprise testing retirement income planning service; Vanguard adds short-term tax-exempt bond ETF; Franklin Templeton starts ClearBridge sustainable infrastructure ETF; and...

The two legislators introduced a resolution Thursday that would invalidate the DOL’s new rule permitting ESG in retirement plans. It...

Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter...

John Hancock launches equity income portfolios; RBC launches U.S. mutual funds with exposure to global markets; FundFront unveils third liquid...

Scope 3 disclosure requirements are losing support in Congress.

Vanguard left a net-zero asset manager initiative this week in a move emphasizing the different paths financial firms are taking...

Preqin brings benchmarking to “opaque” alternative assets market; Fortress start new alternative asset investment division; Pimco fund taps private and...

Schwab partners with Envestnet for cloud-based billing solution; AICPA and CIMA launch ESG fundamentals program for accountants; ShareBuilder 401k Waives...

GSAM did not follow its own policies in selecting funds with ESG label despite appealing to those policies in promotional...

An SEC proposal to require certain disclosures related to climate change and carbon emissions is facing Republican opposition in the...

Retirement plan advisers should be aware both of SEC charges against those offering ESG funds, as well as the new...

ESG-minded investors have cause for concern, as Republicans prepare to take control of the House.

The new final rule seeks to make ESG permissible for ERISA plans, but specific use will still need to play...

DOL's final rule clears regulatory hurdles for retirement plan fiduciaries to implement, or ignore, ESG investing.