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.
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.
ESG Investing Under ERISA
The Latest Word on ESG
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.
15th Anniversary of RPAY: Chepenik Financial Services
Jason Chepenik says advisers need to continue to have the courage to try new ideas.
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.
What a Year!
Legislative and Judicial Actions
Investment Service and Product Launches
Domini Impact Investments releases mutual fund; FIDx partners with American Equity and Eagle Life; and ASI launches several ESG-focused funds.
Investment Product and Service Launches
First Affirmative launches AffirmativESG; Dimensional Fund Advisors to add new actively managed ETFs; Conning adds Climate Risk Reporting and Scenario Service; and more.
DCIIA Reviews Financial Effects of ESG Investing
A team of experts discussed considerations in implementing environmental, social and governance factors.
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.