PLANADVISER Weekend Newsdash
Week ending August 7th, 2020

Happy Friday, readers! The evolving topic of environmental, social and governance (ESG) investing continues to gain momentum in 2020, with one source recently telling PLANADVISER that “ESG-aware” investment products will one day soon become the norm, rather than an exception. Others wonder whether federal regulations will hold back the use of ESG within retirement plans. With all this in mind, we have collected below some of our recent coverage of ESG topics. We hope you will learn something and share some of what you read with a client or colleague.

Editor's choice
Criticism Mounts Against DOL's ESG Proposal
Proposed regulations often generate some controversy, whether they are focused on expansive issues, such as protecting the environment, or on narrower matters, such as the use of certain types of investments within tax-qualified retirement plans. This has certainly been the case for the recent regulation proposed by the Department of Labor focused on restricting the use of environmental, social and governance investing principles within defined contribution retirement plans. Read more >
Why It’s Hard to Build ESG Consensus
A big part of the challenge is that everyone’s view of exactly what constitutes social and environmental responsibility is different. Read more >
There’s an Untapped Market for ESG Investing
More investors than research has shown are interested in environmental, social and governance investing, but most don’t speak out, and many need education to help them invest in what matters to them. Read more >
ESG and Fixed Income—a Natural Fit
Both quantitative and qualitative research suggest bonds issued by companies with favorable environmental, social and governance ratings can offer downside mitigation during periods of market turbulence. Read more >
Despite DOL’s Proposed Tightening, ESG Can Still Shine
It is not all doom and gloom for plan sponsors and participants who want these investments. Here’s what advisers should know about the new rules proposed by the Department of Labor.  Read more >
MOST POPULAR STORIES
RIA Aggregators Aim for Small-Plan Market Expansion

OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small businesses.

10th Circuit Affirms Great-West Fee Suit Dismissal

The district court ruling in the case, now backed by an appeals court, stands out for having been filed alongside a sanction declaring the plaintiff’s law firm Schlichter Bogard & Denton behaved “recklessly.”

‘Secure Act 2.0’ Likely to Become a Reality

Retirement Plan Execs Confident Senate Will Pass the Bill Into Law

T. Rowe Price CEO Change Reflects Financial Industry Trends

During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially responsible investing and the need to improve diversity and inclusion in financial services.

ProCourse Fiduciary Advisors Acquired by MJ Insurance

Doug Prince will continue to serve as CEO of ProCourse after the acquisition, with the entire team of 13 remaining in the Carmel, Indiana, location.

rss icon twitter icon linkedin-in icon facebook icon
ISS MEDIA logo
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International, Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850