Wednesday, July 14th, 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 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. Compliance 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. Compliance SEC Seeks Public Input on Climate Change Disclosures The commission aims to determine if the current disclosures adequately inform investors. Compliance SEC Consolidates Climate, ESG Information A new webpage brings together all the agency’s actions and information as a response to increased investor demand for climate and ESG investing. Investment-Oriented Climate Change and ESG The news drives interest in ESG, but the change to widespread adoption is slow 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. The Markets 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. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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