PLANADVISER Weekend Newsdash
Week ending March 6th, 2020

Happy Friday, readers! The evolving topic of environmental, social and governance (ESG) investing continues to gain momentum in 2020, with one source recently telling PLANADVISER that “ESG-aware” investment products will one day soon become the norm, rather than an exception. In fact, in some global markets, ESG is already dominant. With all this in mind, we have collected below some of our recent coverage of ESG topics. We hope you will learn something and share some of what you read with a client or colleague.

Editor's choice
ESG and Fixed Income—a Natural Fit
Both quantitative and qualitative research suggests bonds issued by companies with favorable environment, social and governance ratings can offer downside mitigation during periods of market turbulence. Read more >
There’s an Untapped Market for ESG Investing
More investors than research has shown are interested in environmental, social and governance investing, but most don’t speak out, and many need education to help them invest in what matters to them. Read more >
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. Read more >
Investors Want Conclusive ESG Performance Information
Studies conflict over the long-term performance of environmental, social and governance investing, and institutional investors say they want better track records. Read more >
Advisers Play Important Role in Bringing ESG to ERISA Plan Clients
The Department of Labor issued a Field Assistance Bulletin in 2018 that caused some confusion about its true stance with respect to ESG investing inside ERISA plans; investment experts and attorneys say interest remains strong among plan sponsors and participants, nonetheless. Read more >
Advocates Hope a New Decade Will Bring Continued ESG Progress
Experts says environmental, social and governance investing mandates are being boiled down to more practical, discrete risk areas, such as cybersecurity or board diversity. Read more >
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Practice Management: Areas of Success

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HUB Names New Leader for Retirement and Private Wealth

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Democrats Have Won the Power to Fix Union Pensions
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Retirement Plan Trustee Faces Cybersecurity-Related Lawsuit

The lawsuit says the trustee failed to prevent a fraudulent distribution from a participant's account and is failing to take responsibility.

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