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.