Tag: ESG

Art by Jackson Epstein

Investment Product and Service Launches

J.P. Morgan designs core menu evaluation tool; FTSE Russell launches enhanced Green Revenue Data Model; Franklin Templeton presents goals optimization engine; and more.

New ESG Regulation Expected Soon from DOL

Despite the frequent publication of regulatory guidance—or perhaps because of it—there remains a lot of confusion about how retirement plan fiduciaries should think about environmental and social justice issues while building investment lineups.

Art by Jackson Epstein

Investment Product and Service Launches

Northern Trust offers ESG analytics solution; Innovator announces May series of Defined Outcome ETFs; Capital Group launches fund invested in sectors of the credit spectrum; and more.

Some Comforting Lessons for Retirement Plan Investors

Data from leading retirement plan recordkeepers shows 401(k) and IRA accounts have seen smaller losses than many broad market indices, thanks in no small part to the efforts of plan sponsors and their advisers. Corporate pensions have also fared better than their public counterparts.

ESG and Fixed Income—a Natural Fit

Both quantitative and qualitative research suggest bonds issued by companies with favorable environmental, social and governance (ESG) ratings can offer downside mitigation during periods of market turbulence.
Art by Jackson Epstein

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.