15th Anniversary of RPAY: Chepenik Financial Services
Jason Chepenik says advisers need to continue to have the courage to try new ideas.
Tag: ESG 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...
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.
Publisher’s Note
What a Year!
With so many bigger issues facing the country, much has happened that almost seems unnoticed.
Compliance News
Legislative and Judicial Actions
The DOL presents its final ESG rule, IRS simplifies certain 403(b) plan terminations, and more.
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...
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...
Data Points
The Virtue in ESG Factors
These investing strategies reveal a rare source of rapid growth.
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...
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...
Investment Product and Service Launches
Wells Fargo launches Retirement Income Solution, and Morningstar to acquire Sustainalytics.
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.