Trends
The Greening of Proxy Voting
ESBA’s rule, making voting more transparent, will call for new adviser services.
Tag: ESG
J.P. Morgan: Doing Well and Doing Good Are Compatible
Historically, investors tended to consider ESG factors either to increase risk-adjusted returns (doing well) or to achieve sustainable outcomes (doing good). A new analysis suggests there is no...
Op-Ed: ERISA Prudence Demands Healthy ESG Skepticism
Neal Shikes agrees that ESG factors can be an important part of institutional investors’ methodologies, but he also says retirement...
Could This Be a DOL ESG Framework That’s Here to Stay?
In addition to the important practical takeaways of the DOL’s proposed rule on ESG investing and proxy voting, sources say...
DOL Announces Anticipated ESG Fiduciary Investing Rule
Agency leaders say the principal idea of the new proposal is that climate change and other ESG factors can be financially material and, when they are, considering them...
Investment Product and Service Launches
Victory Capital expands VictoryShares ETF offerings; RetireOne and Midland National launch portfolio retirement income guarantee solution; Transamerica broadens availability of...
Investment Product and Service Launches
Fidelity launches real-time fractional and share trading to advisers; BlackRock rolls out private market tool; abrdn presents new industrial metals...
ESG and Shareholder Rights Rule Under White House Review
The language of the regulation has not yet emerged, but the title published by the Department of Labor suggests it will address both ESG and proxy voting matters.
An ESG Refresher as DOL Makes Progress on New Regs
Industry experts are watching for the imminent filing of new Department of Labor regulations pertaining to the use of environmental,...
Investment Product and Service Launches
Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor...
FINRA Project Examines How Regulators Can Support Diversity
Suggestions from the industry include eliminating the 180-day enforced waiting period triggered by a third failed ‘top off’ examination, involving community colleges in the licensing process and making...
Investment Product and Service Launches
Morningstar invests $11 million in iraLogix; Transamerica announces latest R6 share classes; and ESG Asset launches new capital health care...
Advisers Who Successfully Serve the LGBTQ Community
Retirement plan experts say people in this market are in need of advisers who are attuned to and understand their...
Biden Expected to Advance a More Stringent Fiduciary Rule, Advocate for Retirement Income and ESG Investing
Industry experts reflect on what President Joe Biden has done in his first months in office with respect to retirement...
Executive Order Asks DOL to Consider Rescinding Last Rule on ESG Investing
President Joe Biden seems to want to pave the way for more environmental, social and governance investing in retirement plans.
Bill Would Allow Retirement Plans to Use ESG Investments
The legislation, which follows a year of back-and-forth on ESG investing, would amend ERISA to make it clear that plans...
Institutional Investors Look to Strengthen Portfolios With Alternatives, Multi-Asset Approaches
Interest in ESG investing continues to grow, but many investors want proof of its alpha.
Upcoming Webinar: ESG and ERISA Plans
We will discuss how asset managers are putting environmental, social and governance investing themes to work. Particular attention will be paid to the regulatory environment and the potential...
Why and How the OCIO Model Is Moving Up Market
Sources say it’s partly due to the growing popularity of ESG investing, but there’s a lot more going on to...