Wednesday, October 13th, 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. The Markets PANC 2021: What the [ESG] F? A panel presented by ISS ESG discussed the history of sustainable investing and what could change for the future. The Markets S&P Global Finds Little Evidence of 'Greenwashing' of Sustainable Investments It says work is underway to bring uniformity, clarity and accountability to the environmental, social and governance (ESG) investing market. The Markets Investors Favor DEI Investments Participants in a Morningstar study showed a higher preference for socially responsible funds than they did for traditional investments. The Markets Expect More ESG Investment Options Next Year The move by the Thrift Savings Plan to add sustainable funds into its lineup next summer will likely cause private companies to follow suit, experts say. In Practice PANC 2021: We (and You) Inspire. Promote. Network. WIPN leaders and industry partners highlighted important practices when incorporating diversity in an advisory firm. The Markets PANC 2021: The Great TDF Debate: Prudence vs. Performance While performance is an important part of the prudent selection of target-date funds, experts speaking at the PLANADVISER National Conference suggest suitability is a more important factor. Data & Research DCIO Service Providers Report Significant Momentum As they head into 2022, DCIO sales and marketing units report appreciating stock prices and improved net sells that they expect to continue. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2024 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 400, Rockville, MD 20850