Wednesday, April 13th, 2022 A 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 expect that some of what you read may surprise you, and we hope you considering sharing our stories with a client or colleague. The Markets Finding the Intersection of ESG and Performance Identifying companies with positive ratings is not enough, experts agree, as companies’ financial positions must also be considered. Compliance Taking Stock of the SEC’s Ambitious Climate Agenda Now that the financial services industry has had some time to digest the 500-plus pages of proposed rulemaking text, compliance experts are offering insight about exactly what the SEC’s climate disclosure regulations entail. Compliance SEC Votes to Propose Climate-Related Disclosure Rules Supporters of the new proposal say it represents a positive move that will not only increase the availability to investors of more consistent climate-related data, but also increase the accountability placed on companies. Compliance Bill To Protect U.S. Investor Assets From Russia Exposure American retirement investors and individuals saving for retirement could be harmed by economic spillover of war in Ukraine, senator warns The Markets Promising Post-Pandemic Alternative Asset Classes Experts say the COVID-19 pandemic has put a spotlight on certain alts that, at this juncture, have not been widely embraced by institutional investors. Compliance DOL Publishes RFI on Climate-Related Financial Risks to Savings The Department of Labor wants help identifying actions it can take to safeguard employees’ savings and pensions from threats related to climate change. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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