Wednesday, September 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. 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. Compliance ESG and Shareholder Rights Rule Under White House Review The language of the regulation has not yet emerged, but the title published by the Department of Labor suggests it will address both ESG and proxy voting matters. Compliance An ESG Refresher as DOL Makes Progress on New Regs Industry experts are watching for the imminent filing of new Department of Labor regulations pertaining to the use of environmental, social and governance themed portfolios by tax-advantaged retirement plan investors. Compliance Bill Would Allow Retirement Plans to Use ESG Investments The legislation, which follows a year of back-and-forth on ESG investing, would amend ERISA to make it clear that plans may consider ESG factors in their investment decisions. The Markets GAO Studied Retirement Plan Climate Change Risk Assessments The agency recommended that the Federal Retirement Thrift Investment Board (FRTIB) evaluate the risk of climate change on the Federal Thrift Savings Plan (TSP)'s investment offerings. Products Paper Offers Tips for Incorporating ESG Investing in DC Plans DCIIA says it aims to provide practical steps consistent with fiduciary obligations. The Markets Natixis Studies Investment Outlooks for 2021 Investment experts said changes in supply and labor, rising wages and housing prices are key trends to keep watching, along with ESG investing and cryptocurrency. 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