Tag: ESG investing

Next-Level Options

How advisers can make strategies they know, work better.

Legislative and Judicial Actions

AGI U.S. settles in fraulent scheme suit, then exits the country; the IRS re-extends relief from the physical presence requirement; the SEC plans to adjust its ESG and ‘Names Rule’ regulations; and more.
Art by Jackson Epstein

Investment Product and Service Launches

Nationwide adds two new death benefit features; Putnam Investments to launch five new investment strategies; and Broadridge launches multi-account collective investment trust fund.

Art by Jackson Epstein

Investment Product and Service Launches

Vontobel expands retirement plan offerings; Brooklyn Investment Group and Apex to launch A.I.-powered unified managed account platform; BlackRock updates multifactor ETF suite; and more.

Art by Jackson Epstein

Investment Product and Service Launches

Putnam Investments to develop suite of sustainable retirement target-date funds; PGIM Investments expands actively managed fixed income ETF lineup; Nationwide adds new solution to address market volatility; and more.

Art by Jackson Epstein

Investment Product and Service Launches

Pacific Life announces collaboration with Wespath and WTW on qualifying longevity annuity contract option; Principal Global Investors launches active real estate ETF; and BNY Mellon Investment Management partners with UBS to offer model portfolios.

Art by Jackson Epstein

Investment Product and Service Launches

Alquity and Spouting Rock to launch new U.S. ESG investing platform; State Street Global Advisors launches new ETF; Northern Trust partners with Enfusion as part of whole office strategy; and more.

Art by Jackson Epstein

Investment Product and Service Launches

AssetMark announces values-driven investment program and inaugural ESG report; Dimensional lists three new emerging markets equity ETFs; Allspring Global Investments selects SEI Trust Company to serve as successor trustee for CIT business.

Legislative and Judicial Actions

The DOL seeks comments about protecting plan assets from climate-related risk; a proposed SEC rule would intensify registered investment adviser firms’ cybersecurity efforts; the DOL advises caution for plan sponsors considering a cryptocurrency option; and more.