Research finds that if this goal is met, advisers’ share of wallet increases.
Tag: environmental social and governance
Surveys find plan sponsors and participants have a growing interest in environmental, social and governance issues.
S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well managed.
John Hancock creates model portfolios managed by Manulife; Northern Trust builds portfolio analytics tool; American Century to launch new suite of investment solutions; and more.
Fidelity presents new model portfolios; LGIMA builds ESG strategy for DC plans; and Russell Investments announces tax-managed fund for long-term investors.
Doing so could encourage more employees to participate in the plan, sources say.
Seventy-nine percent are incorporating socially responsible investing into their practices, according to an Eaton Vance survey.
Among foundations, that is 64%, according to a Callan report.
“Providing advisers with materials that can be used to educate clients about a firm’s approach to ESG investing is crucial in increasing adviser adoption,” says Ed Louis, a senior analyst at Cerulli Associates.
A look at actively managed versus passively managed equity and bond funds, blended target-date funds, and with more sponsors encouraging retirees to remain in their plan, how defined contribution plans need to address retirement income solutions.