Assessing Regulations and Best Practices for ESG Investing
ESG experts discuss the current regulatory and business landscapes regarding ESG reporting and investing.
Tag: ESG investing
American Airlines Asks Judge to Toss 401(k) ESG Complaint
The airline's motion maintains that former pilot has no standing in ESG investing lawsuit, including an amended complaint that sought...
Former American Airlines Pilot Fires Back in Retirement Plan ESG Suit
The plaintiff doubles down on allegations the airline defaulted him into ESG-related funds.
NYC Pension Funds File to Dismiss ESG-Related Lawsuit
Attorneys are seeking to dismiss allegations that retirement funds were jeopardized due to divestment from securities of fossil fuel companies....
American Airlines Files Motion to Dismiss 401(k) ESG Complaint
The airline argued the case should be dropped partly because the ESG funds in question were not in the 401(k)...
Plaintiff Drops Fidelity, Financial Engines from American Airlines ESG Lawsuit
The plaintiff voluntarily dismissed the two of four defendants from the lawsuit that claims ESG factors were considered ahead of...
Pilot Sues American Airlines Due to ESG 401(k) Investing Strategy
The retirement committee, recordkeeper Fidelity Investments and financial advice provider Edelman Financial Engines were accused of sacrificing fiduciary duty to...
A DOL ESG Investigation Story
An adviser’s message to his peers is to not fear including ESG factors in investment analysis.
Advisers are Adopting Technology, Model Portfolios
More practices are looking to upgrade their technology and implement direct indexing and model portfolios as they look to spend...
ESG’s Impact on Three States’ Retirement Systems
While the ESG controversy has not changed how three states operate, one state treasurer has doubled down by banning them...
ESG Adoption Slow Among DC Plans
One factor hindering ESG’s adoption is the lack of ESG-focused target-date funds, though several firms are starting to introduce them.
Plan Design / Investments
Next-Level Options
How advisers can make strategies they know, work better.
GOP Attorneys General Question BlackRock on Fiduciary, Antitrust Concerns
Nineteen Republican state attorneys general signed a letter to BlackRock seeking ‘clarification on actions that appear to have been motivated...
Investment Product and Service Launches
Wilshire brings to market third-gen factor index series and Northern Trust Front Office Solutions enhances liquidity management solutions for asset...
Investment Product and Service Launches
Schwab Asset Management reduces fees on 10 funds; LeafHouse Financial Services announces new DCIO service; and Russell Investments expands personalized...
Compliance News
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;...
Investment Product and Service Launches
MSCI launches next generation of equity factor models, while Robeco launches quant credit strategy focused on SDGs and climate.
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 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...