Investors Expect Advisers to Connect Their Financial Plan to Their Values
Research finds that if this goal is met, advisers’ share of wallet increases.
Tag: environmental social and governance
More Employers Including ESG Investments in Executive Compensation, Retirement Programs
Surveys find plan sponsors and participants have a growing interest in environmental, social and governance issues.
Carbon-Sensitive Portfolios Perform as Well as Those That Aren’t
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.
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Investment Product and Service Launches
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.
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Investment Product and Service Launches
Fidelity presents new model portfolios; LGIMA builds ESG strategy for DC plans; and Russell Investments announces tax-managed fund for long-term investors.
The Benefits of Simplifying DC Plan Investment Menus
Doing so could encourage more employees to participate in the plan, sources say.
ESG Opportunities via Fixed Income
More than half of asset managers now apply 'ESG' beyond equities
Advisers See Increased Interest in SRI
Seventy-nine percent are incorporating socially responsible investing into their practices, according to an Eaton Vance survey.
Few Plans Embrace ESG
The DOL is asked to clarify its position on socially responsible investing
More Than Four in 10 Institutional Investors Incorporate ESG
Among foundations, that is 64%, according to a Callan report.
Advisers Slow to Respond to ESG Investing Demand
“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.
PANC 2018 – Top Trends
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.