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| Advisers Slow to Respond to ESG Investing Demand |
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“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 senior analyst at Cerulli Associates.
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| Impact Investing Is Not Philanthropy |
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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 portfolios.
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| Views of ESG Investing Changing Among Institutional Investors |
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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 Investing Survey.
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| More Than Four in 10 Institutional Investors Incorporate ESG |
| Forty-three percent of institutional investors incorporate environmental, social and governance factors into their investing, up from 22% in 2013, according to a new report from Callan, “2018 ESG Survey.” Sixty-four percent of endowments incorporate ESG, up from 35% in 2013.
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| GAO Says Changes in DOL Guidance on ESG Prevent Retirement Plans from Embracing It |
| In a report, the Government Accountability Office points out that whether or not retirement plans consider the projected impacts from climate change and other environmental, social and governance (ESG) risk factors could affect investment returns and, in turn, the financial health of retirees. GAO notes that some investors believe that companies with good corporate governance practices are better managed and will perform better financially over time.
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| Helping Participants Brace for Market Volatility |
| The only person who gets hurt on a rollercoaster is the one who jumps out; advisers should stress that volatility is the price individuals pay for long-term performance.
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