Morningstar Finds ESG Funds Are More Expensive Than Conventional Funds
In general, fund fees continue to decline, including those of actively managed funds.
Tag: environmental social and governance investing
Investment Product and Service Launches
PGIM Investments to acquire Green Harvest Asset Management; ProShares launches first U.S. Bitcoin-linked ETF; Pacific Life introduces Invesco V.I. defined...
Trends
How Green Is My Bond Fund?
Are some investments being painted as more ‘sustainable’ than they are?
Investment Product and Service Launches
Broadridge enhances fiduciary toolkit for advisers; GoalPath makes managed accounts available on iJoin; BlackRock announces option to include annuities in...
Morningstar, PAi Partner on ESG PEP
The objective of the new pooled employer plan will be to create as close to a complete environmental, social and governance investment lineup as possible.
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.
Investment Product and Service Launches
Vanguard to launch two active funds, reopen Wellington fund; As You Sow issues corporate 401(k) sustainability scorecard; MIM broadens investor...
Paper Offers Tips for Incorporating ESG Investing in DC Plans
DCIIA says it aims to provide practical steps consistent with fiduciary obligations.
Investment Product and Service Launches
Nationwide partners with AB to offer in-plan income guarantees; Voya’s new stable value solution offers manager diversity; Bloomberg and MSCI...
Investments | ESG
The Promise of Sustainable Investing
Getting past misconceptions to help advisers and their clients leverage ESG.
Advisers Who Successfully Serve the LGBTQ Community
Retirement plan experts say people in this market are in need of advisers who are attuned to and understand their...
Biden Expected to Advance a More Stringent Fiduciary Rule, Advocate for Retirement Income and ESG Investing
Industry experts reflect on what President Joe Biden has done in his first months in office with respect to retirement...
Executive Order Asks DOL to Consider Rescinding Last Rule on ESG Investing
President Joe Biden seems to want to pave the way for more environmental, social and governance investing in retirement plans.
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...
Investment Product and Service Launches
Putnam Investments presents TDF evaluation tool; J.P. Morgan and Nationwide launch investment product; and OneDigital adds downside risk protection to...
Investment Product and Service Launches
Ubiquity Retirement + Savings makes ESG options available to 401(k) plans, and HSBC launches AI powered multi asset index.
Institutional Investors Look to Strengthen Portfolios With Alternatives, Multi-Asset Approaches
Interest in ESG investing continues to grow, but many investors want proof of its alpha.
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.
SEC Seeks Public Input on Climate Change Disclosures
The commission aims to determine if the current disclosures adequately inform investors.
15th Anniversary of RPAY: Christopher Kulick
In the three years since winning the award, Kulick says his practice has deepened its client relationships while increasing capacity...