Investors Expect Advisers to Connect Their Financial Plan to Their Values
Research finds that if this goal is met, advisers’ share of wallet increases.
Research finds that if this goal is met, advisers’ share of wallet increases.
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.