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Wednesday, October 13th, 2021
A biweekly topical newsletter from PLANADVISER
Greetings PLANADVISER readers! Among the most persistently popular topics we cover on 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.
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.
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.
Investors Favor DEI Investments
Participants in a Morningstar study showed a higher preference for socially responsible funds than they did for traditional investments.
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.
Practice Management
PANC 2021: We (and You) Inspire. Promote. Network.
WIPN leaders and industry partners highlighted important practices when incorporating diversity in an advisory firm.
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.
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