Investment-Oriented
Climate Change and ESG
The news drives interest in ESG, but the change to widespread adoption is slow
Tag: environmental social and governance investing
Editor’s Letter
Activism at Work
The ESG of today generally refers to rewarding companies with investments because of positive behaviors
Investment Product and Service Launches
Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate.
Investment Product and Service Launches
Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more.
What Would Encourage More ERISA Plans to Use ESG Investments?
When considering ESG investing, retirement plan sponsors are still concerned about performance and transparency, and some are confused by the latest DOL guidance.
Investment Product and Service Launches
Fiduciary Tool Added to Broadridge Analytic Solution; SS&C Technologies Adds ERS Managed Account Solution to Recordkeeping Platform; BlackRock Launches Multiple ESG Funds and Tools; and more.
Investment Product and Service Launches
Lockwood Adds Expansive Model Portfolios to Managed Account Platform; Capital Group Adopts PFaroe; PGIM Lengthens ETF Space with Second Actively Managed Fund; and more.
Plan Sponsors Must Remember Fiduciary Duties When Selecting ESG Investments
Although ESG ratings can be useful when used properly, they should not be the sole metric used to make investment decisions. A report gives examples.
Wealth Managers to Build Platforms for ESG Investing
This will drive broader growth in ESG, Cerulli Associates says.
Investment Product and Service Launches
First Trust Introduces Dorsey Wright Momentum Plus ETFs; T. Rowe Price Closes 23-Year-Old Fund; Fidelity Merges Active and Passive Funds in New TDF Suite; and more.
Investment Product and Service Launches
US SIF Launches Money Manager-Focused Guide, and Wells Fargo Updates Personalized Solution.
DC Plans and Health Care Employers First Movers into ESG Investing
Of the 12% of institutional investor respondents to a recent survey who have incorporated ESG, most are DC plans, and more than half are healthcare-focused organizations.
Vanguard Reduces Investing Costs with Latest ETFs
The firm will offer commission-free online transactions for specific funds.
Investment Products and Services Launches
Transamerica Launches Stable Value Account for Retirement Plans; TD Ameritrade to Provide CLS Fund Models on Market Center Platform; Fidelity Offers Third ESG Investing Option; and more.
ESG Investing Continues to Rise
Yet, according to ClearPoint Financial Partners, the investing strategy only accounts for less than 1% of the $7.7 trillion U.S. defined contribution (DC) retirement market.
PSNC 2018: Investment Lineup Design and Construction Can Safeguard Retirement Savings
Panelists discussed numerous investment options that can push additional retirement savings.
DOL Clarifies How ESG Investment Considerations Should Be Made Under ERISA
The new guidance addresses ESG investment considerations under investment policy statements and when choosing QDIAs.
Paper Argues Green Bonds Can Help Investors Mitigate Risk Factors
"Based on our observations as managers of global fixed income portfolios, the integration of ESG factors and green bonds into the investment process can help investors reap opportunistic...