ESG and Fixed Income—a Natural Fit
Investment Product and Service Launches
AssetMark Financial Holding moves to institutional share classes; AssetMark adds solutions to investing platform; iShares expands ESG initiatives; and more.
Investment Product and Service Launches
IHS Markit adds MSCI ESG ratings and HarbourVest offers private equity with Vanguard.
Investment Product and Service Launches
Lincoln Financial Group and Capital Group combine TDFs and annuities; Federated Investors, Inc. to rename brand and ticker symbol; and MSCI publishes principles of sustainable investing.
Investment Product and Service Launches
Fidelity Investments releases bond model suite, and BlackRock announces sustainability as new standard for investing.
Carbon-Sensitive Portfolios Perform as Well as Those That Aren’t
S&P studied companies demonstrating three levels of carbon sensitivity and found that all three held up in terms of stock performance; furthermore, S&P says these companies are well managed.
How Large Asset Managers Are Acting on ESG Issues
Morningstar examines 2019 proxy voting data in the emerging age of ESG.
Investment Product and Service Launches
John Hancock to offer Morningstar adviser managed account services; Franklin Templeton expands active fixed income ETF suite; and industry veterans form equity strategy firm.
Investment Product and Service Launches
John Hancock creates model portfolios managed by Manulife; Northern Trust builds portfolio analytics tool; American Century to launch new suite of investment solutions; and more.
Global Assets Will Keep Growing, But So Will Fee Compression
To combat the squeeze, asset managers will seek out new markets, product offerings and investment capabilities, says Cerulli.
Investment Product and Service Launches
Stadion's managed account service offered on TRG platform; Apex builds ESG rating service and adds global development head; Northern Trust Forms Options Trading Desk in Chicago; and more.
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.