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Wednesday, December 22nd, 2021
A biweekly topical newsletter from PLANADVISER
ESG
Greetings PLANADVISER readers! Among the most persistently popular topics we cover on www.planadviser.com is the rise of environmental, social and governance (ESG) themed investing within retirement plans and by institutional investors. Collected below is our latest coverage and analysis of this important and evolving topic. We hope you share some of what you read with a client or colleague.
Compliance
ESG’s Growing Influence on Proxy Voting
Due to regulatory changes and market demand, proxy voting is about to be more influenced by environmental, social and governance approaches. For plan advisers, this change could open additional client service opportunities.
Data & Research
More Retirement Industry Trends to Prepare for in 2022
A new year is starting in less than a month, and with it will come new challenges and opportunities across a changing defined contribution plan landscape.
Data & Research
Morningstar Finds ESG Funds Are More Expensive Than Conventional Funds
In general, fund fees continue to decline, including those of actively managed funds.
Investing
Asset Managers Weigh In on DC Plan Investment Trends
They foresee growth in the use of CITs, retirement income products and ESG investments.
Practice Management
Moving From Words to Actions on Diversity, Equity and Inclusion
Adviser industry professionals tasked with addressing the serious lack of diversity and inclusion in their field say the events of the past few years have helped supercharge efforts to solve a longstanding problem.
Compliance
Groups Suggest DOL Take Certain Language Out of Proposed ESG Rule
While expressing support for the rule, they say removing specific references to ESG factors will help fiduciaries understand they are not required to consider them in their investment selection.
2021 PLANADVISER DCIO Survey
The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.
Compliance
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 the potential impact and what the department is signaling with the proposal are enormous.
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