Investment Product and Service Launches
Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors launches ESG money market fund.
Investment Product and Service Launches
American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches ESG ETF; and more.
Sponsors Seeking Advisers with CIT, ESG Expertise
Many retirement plan participants want to deploy their values in their portfolios, as do portfolio managers; advisers can help make this happen.
Investors Want Conclusive ESG Performance Information
Studies conflict over the long-term performance of environmental, social and governance (ESG) investing, and institutional investors say they want better track records.
The Benefits of Simplifying DC Plan Investment Menus
Doing so could encourage more employees to participate in the plan, sources say.
The Best Case for ESG Under ERISA Is Long-Term
There’s an Untapped Market for ESG Investing
More investors than research has shown are interested in environmental, social and governance (ESG) investing, but most don't speak out, and many need education to help them invest in what matters to them.
Retirement Industry ESG Headcount, Product Set Grows
As the product set expands, knowledge about the topic of “ESG investing,” and how this relates to ERISA’s demands, is expected by many plan sponsor clients and prospects.
Impact of Executive Order on ESG, Proxy Voting May Be Muted
One ERISA expert says fiduciaries already evaluating ESG risks and those being active in proxy voting will continue parsing whatever ad hoc disclosures are volunteered by companies.
Factors Hindering Adoption of ESG Investments in DC Plans
According to a Cerulli report, fee sensitivity, concerns about performance and regulatory confusion are headwinds to environmental, social and governance (ESG) investment adoption in defined contribution (DC) plans.
Pentegra Announces 401(k) Offering With Only SRI, ESG Investments
Pentegra will provide recordkeeping and 3(16) fiduciary administrator services, and LeafHouse Financial will provide 3(38) discretionary investment fiduciary services for the plan.
This Plan Sponsor Is All-In on ESG TDFs
Investment Product and Service Launches
Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate.
Investment Product and Service Launches
Broadridge Offers SEC Rule 30e-3 Solution; Touchstone Creates Additional Equity Funds; HB&T to Build ESG-Centered Collective Investment Fund; and more.
What Would Encourage More ERISA Plans to Use ESG Investments?
When considering ESG investing, retirement plan sponsors are still concerned about performance and transparency, and some are confused by the latest DOL guidance.
Institutional Investors Intensify Embrace of ESG Investing
Continuing a trend that began in 2012, ESG criteria related to climate change and carbon emissions remained the most important environmental issue for institutions surveyed by U.S. SIF.
Investment Product and Service Launches
Fiduciary Tool Added to Broadridge Analytic Solution; SS&C Technologies Adds ERS Managed Account Solution to Recordkeeping Platform; BlackRock Launches Multiple ESG Funds and Tools; and more.
Advisers See Increased Interest in SRI
Seventy-nine percent are incorporating socially responsible investing into their practices, according to an Eaton Vance survey.
Institutional Investors Seek ESG Opportunities via Fixed-Income Vehicles
Investment Product and Service Launches
PIMCO Acquisition Expands Municipal Bond Business; TIAA Adds Guaranteed Income to Custom Default Solutions; Franklin Templeton Adds Regional ETFs to Lineup; and more.