Thursday, October 20th, 2022 A biweekly topical newsletter from PLANADVISER ESG The topic of environmental, social and governance 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. SPONSORED AD The Markets The Challenges and Opportunities for ESG Portfolios Georgetown conference panel discusses how ESG should be understood in the context of other socially informed investments, and how it should be regulated. Compliance ESG's Impact on Three States’ Retirement Systems While the ESG controversy has not changed how three states operate, one state treasurer has doubled down by banning them from state investments. The Markets ESG Adoption Slow Among DC Plans One factor hindering ESG’s adoption is the lack of ESG-focused target-date funds, though several firms are starting to introduce them.  Practice Management PANC 2022: DEI at Work Advisers share insights about how they are changing the composition of their firms—from entry-level positions to senior management—to better reflect the demographics of the U.S. Products New Venture Seeks to Make FinTech Socially Responsible Financial Finesse Ventures seeks to erase the trend of predatory practices and close the financial literacy gap. Data & Research The Future of Work in the Investment Industry The CFA Institute’s recent report examines leading trends and explores the future of work in the investment industry. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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