Planadviser Logo
Spotlight Logo
Wednesday, January 13th, 2021
A biweekly topical newsletter from PLANADVISER
With the election of a Democratic president and new Democratic majorities in the U.S. House and Senate, hopes are high for what 2021 may bring for environmental, social and governance (ESG) themed investing. It’s not just the retirement planning marketplace that is interested in the topic. Investors of all stripes are considering how ESG factors can help them pursue greater performance while tamping down on uncompensated risk.
Has the DOL Found an ESG Middle Ground?
George Michael Gerstein, an ERISA attorney with Stradley Ronon, dissects the DOL’s final rule regarding ESG investing in retirement plans, calling it a compromise that might be here to stay.
The Best Case for ESG Under ERISA Is Long-Term
According to Michael Hunstad, head of quantitative strategies at NTAM, it is undeniable in 2019 that ESG issues are material to financial performance; more debatable is the best way to leverage ESG themes in institutional portfolios.
More Employers Including ESG Investments in Executive Compensation, Retirement Programs
Surveys find plan sponsors and participants have a growing interest in environmental, social and governance issues.
ESG and Fixed Income—a Natural Fit
Both quantitative and qualitative research suggest bonds issued by companies with favorable environmental, social and governance (ESG) ratings can offer downside mitigation during periods of market turbulence.
Why It’s Hard to Build ESG Consensus
A big part of the challenge is that everyone’s view of exactly what constitutes social and environmental responsibility is different.
House Democrats Introduce Pro-ESG Investing Bills
The lawmakers say their proposals to require more disclosure of environmental, social and governance information build on the proven principle that sustainable investing and profitable investing are not mutually exclusive.
Many View New DOL ESG Ruling as an Incentive to Sponsors
More retirement plans could begin offering environmental, social and governance funds in their lineups.
Did someone forward you this newsletter?
Sign up here to get PLANADVISER Spotlight directly in your mailbox!
rss icon twitter icon linkedin-in icon facebook icon
Unsubscribe | Manage Subscriptions | Contact Us | Privacy Policy | Advertise
©2021 Asset International Inc. All rights reserved.
702 King Farm Boulevard, Suite 400, Rockville, MD 20850