Wednesday, January 12th, 2022 A topical newsletter from PLANADVISER ESG The topic of environmental, social and governance (ESG) investing proved to be one of the most popular coverage areas for PLANADVISER.com in 2021, and the same is expected for 2022. For that reason, we have decided to continue dedicating editions of our biweekly Spotlight newsletter to ESG-themed articles and analyses. Collected below are some of our most recent ESG articles. We hope you will consider sharing some of what you read with a client or colleague. The Markets Advisers’ ‘Gatekeeper’ Role Can Help Spur Greater ESG Investments Investors rely on advisers to introduce them to and educate them on environmental, social and governance strategies, according to Nuveen’s ‘Responsible Investing Survey.’ The Markets Learned Lessons and Market Musings From CIO Bob Doll The Crossmark investment leader expects 2022 to be more challenging for investors, as central banks unwind supportive policies in response to the ongoing economic recovery and macroeconomic conditions drive higher inflation. The Markets Asset Managers Weigh In on DC Plan Investment Trends They foresee growth in the use of CITs, retirement income products and ESG investments. The Markets ESG Investing Gaining Ground With Institutional and Individual Investors In additions, asset managers surveyed are incorporating ESG factors into their investment processes. 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. 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. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850