Tag: ESG

In Many Ways, ESG Is Nothing New

While often spoken about as a new or emerging phenomenon, the practice of building portfolios that address environmental, social and governance concerns goes back to the late 19th century.

Investing in a ‘Circular Economy’

A new report suggests investors should seek to better understand the concept of ‘resource intensity’ and pursue opportunities to reduce risks while improving global environmental outcomes.

Taking Stock of the SEC’s Ambitious Climate Agenda

Now that the financial services industry has had some time to digest the 500-plus pages of proposed rulemaking text, compliance experts are offering insight about exactly what the SEC’s climate disclosure regulations entail.

Talking Points

of respondents in a recent study by Fidelity Investments said they kept their financial resolutions for 2021, up from 58% in 2020. This suggests that actions taken at the...
Art by Jackson Epstein

Investment Product and Service Launches

Pershing and Pacific Life make fee-only annuities available to RIAs; ISS ESG launches labels and standards solutions; Xtrackers by DWS launches ETF with exposure to high-yield corporate bonds; and more.

Art by Jackson Epstein

Investment Product and Service Launches

Nasdaq Fund Network adds new 529 plan share classes; AllianceBernstein and Vestmark unveil custom municipal solutions platform; Vanguard bolsters roster of external advisers with new addition; and more.

Art by Jackson Epstein

Investment Product and Service Launches

DPL introduces new asset allocation option for RIAs; Vanguard expands target retirement lineup for youngest retirement investors; State Street Global Advisors enhances ESG portfolio construction; and more.

PAND21 Trends PU CIO-111621_Scott Bakal-web

An ESG Framework Here to Stay?

The DOL’s proposed rule on ESG investing supports broader use of green options in retirement plans and removes barriers put in place by the prior administration.