Investment Product and Service Launches
Pentegra and IQCIO announce new ETF model portfolios; Invesco QQQ suite reveals additional offerings; Vanguard adds Sprucegrove to oversee value fund; and more.
The Virtue in ESG Factors
DOL Efforts Seem to Heighten Duties Before ESG Can Fly in Retirement Plans
Prior to the issuance of its proposed rule on ESG investing in retirement plans, the DOL sent letters to plan sponsors and CIT providers requesting information about ESG investment selection practices.
Bloomberg to Offer ESG Scores
The model is informed by sustainability and industry frameworks, research and analysis to reduce noise, normalize data and address size bias and disclosure gaps.
Investment Product and Service Launches
ISS ESG releases new ESG fund rating and EPIC Retirement releases managed account feature to service providers.
Investment Product and Service Launches
Lincoln Financial Group adds solution within director program; Franklin Templeton increases ETF lineup; Northern Trust announces new series trust; and more.
Investment Product and Service Launches
Wells Fargo launches Retirement Income Solution, and Morningstar to acquire Sustainalytics.
Investments That Sustain …
Advocates Hope a New Decade Will Bring Continued ESG Progress
Experts says environmental, social and governance investing mandates are being boiled down to more practical, discrete risk areas, such as cybersecurity or board diversity.
Investment Product and Service Launches
OneAmerica expands its group annuity platform with ESG offerings, and Vanguard adds an international core stock fund, overseen by Wellington Management.
Investment Product and Service Launches
Man Group releases ESG analysis tool; Prudential Capital Group renames global investment business; Schwab expands ETF OneSource Program; and more.
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.
Benchmarking Ability Shouldn’t Hinder DC Plan Adoption of ESG Investments
There are obstacles to good comparisons for environmental, social and governance (ESG) investments, but in a white paper, Karen Kaufman-White, investment research associate at Strategic Benefit Services, indicates she believes that over time, more robust data will become available, facilitating enhanced reporting capabilities and standardization.
Investment Product and Service Launches
BNY Mellon rebrands retail side; Hartford Funds introduces securitized income fund; DWS Group launches equity ETF with Finland insurance company; and more.
Climate Change and ESG
Advisers Play Important Role in Bringing ESG to ERISA Plan Clients
Investment Product and Service Launches
Natixis releases international sustainable equity fund; Putnam to host webcasts on fixed income markets; and Fitch Ratings launches ESG Scoring System.
Wealth Managers to Build Platforms for ESG Investing
This will drive broader growth in ESG, Cerulli Associates says.
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.
Investment Product and Service Launches
Northern Trust Creates Private Equity and Hedge Fund Service Group; Impax Introduces ESG-Focused Fund; OneAmerica to Offer Russell Investments Managed Accounts; and more.