Natixis Studies Investment Outlooks for 2021
Investment experts said changes in supply and labor, rising wages and housing prices are key trends to keep watching, along with ESG investing and cryptocurrency.
Tag: ESG investing
Investing
Products
Expect More ESG Investment Options Next Year
The move by the Thrift Savings Plan to add sustainable funds into its lineup next summer will likely cause private companies to follow suit, experts say.
Paper Offers Tips for Incorporating ESG Investing in DC Plans
DCIIA says it aims to provide practical steps consistent with fiduciary obligations.
Products
Investment Product and Service Launches
Nationwide partners with AB to offer in-plan income guarantees; Voya’s new stable value solution offers manager diversity; Bloomberg and MSCI launch emerging markets ESG index suite; and more.
Investments | ESG
Investing
The Promise of Sustainable Investing
Getting past misconceptions to help advisers and their clients leverage ESG.
Health Care and ESG Investing Lead Post-Pandemic Trends
A Franklin Templeton webinar discussed whether the current climate is signaling the start of a new market environment.
Products
Investment Product and Service Launches
Putnam Investments presents TDF evaluation tool; J.P. Morgan and Nationwide launch investment product; and OneDigital adds downside risk protection to adviser managed accounts solution; and more.
Data & Research
ESG Investments Can Lead to Higher Contribution Rates
More plan participants are increasing their demand for and interest in environmental, social and governance funds.
Products
Investment Product and Service Launches
Ubiquity Retirement + Savings makes ESG options available to 401(k) plans, and HSBC launches AI powered multi asset index.
Products
Investment Product and Service Launches
Voya Financial offers NQDC portfolios for workplace clients; Investics announces enhancements to cloud ecosystem; PGIM launches new active aggregate bond ETF; and more.
Products
Compliance
Products
Compliance
Investment Product and Service Launches
eMoney Advisors adds new features to Monte Carlo set; Investors Heritage launches latest fixed index annuity; Wisconsin and Voya Investment Management reduce fees on Tomorrow’s Scholar 529 program; and more.
SEC Consolidates Climate, ESG Information
A new webpage brings together all the agency’s actions and information as a response to increased investor demand for climate and ESG investing.
CFA Institute Launches Global Certificate in ESG Investing
The certificate is designed for those who want to analyze and integrate ESG factors into their investments, and for those wanting to improve their understanding.
DOL Says It Won’t Enforce Final Rules on ESG and Proxy Voting
The department says it will not pursue enforcement actions against any plan fiduciary for failure to comply, and it plans to release further guidance on the issues.
Compliance Consult
ESG Investing Under ERISA
DOL narrows focus in final rule to pecuniary factors.
ERISA vista
The Latest Word on ESG
In terms of plan investing, fiduciary duty continues to come first.
Products
Investment Product and Service Launches
Prudential Retirement launches digital managed advice platform; Northern Trust enters alliance with IHS Market; Broadridge Financial Solutions and Third Economy create ESG advisory service; and more.
Client Service
15th Anniversary of RPAY: Chepenik Financial Services
Jason Chepenik says advisers need to continue to have the courage to try new ideas.
Products
Investing
Investment Product and Service Launches
Russell Investments releases personalized managed accounts; Broadridge and Third Economy launch ESG advisory service; and SimCorp partners with Colmore on new data service.
Biden Administration Might Accelerate Growth of ESG Investing
A wave of key leadership changes is expected to drive regulatory shifts in environmental, social and governance strategies.