Tag: ESG

First Trust Introduces Dorsey Wright Momentum Plus ETFs; T. Rowe Price Closes 23-Year-Old Fund; Fidelity Merges Active and Passive Funds in New TDF Suite; and more.

In addition, data on ESG investing is also inconsistent, assessing ESG could increase plan costs, and many investors incorrectly perceive that ESG investing can lower returns.

Transamerica Launches Stable Value Account for Retirement Plans; TD Ameritrade to Provide CLS Fund Models on Market Center Platform; Fidelity Offers Third ESG Investing Option; and more.

As an investment professional or a client, there are a lot of reasons to feel positive about the topic of environmental and socially minded investing, but new Cerulli research offers a reminder that not all “ESG” funds are created equal.

Panelists discussed numerous investment options that can push additional retirement savings. 

According to the College for Financial Planning, investors of all kinds are clamoring for more information about sustainable investments and corporate responsibility.

The new guidance addresses ESG investment considerations under investment policy statements and when choosing QDIAs.

JULY Adds Stadion ETF to Platform; Nationwide Increases Fund Offerings with New ETF; and Fairpointe Capital Releases ESG-centralized Approach.

While the investing rules controlling the Connecticut public pension fund are different from those governing corporate retirement plans, the argumentation as to why gun manufacturer divestment may be the right thing to do offers some food for thought for anyone charged with the fiduciary management of retirement plan assets.

Turning to opportunistic allocations and alternative investments, they expect average returns of 7.2% this year, Natixis found in a survey.

Highlights from a new Natixis survey suggest reporting challenges continue to rank as top hurdle for institutions implementing ESG programs; this includes the concern that public companies may be “greenwashing” reported data to enhance their public image.

Voya Investment Management has become the latest signatory of the Principles for Responsible Investment pledge, stepping right into a hot debate about the role of environmental and societal considerations in retirement plan investing.

Exchange-traded funds have benefited once again in 2017 from an increase in investor focus on costs.

Only 21% of advisers surveyed reported feeling very well informed about responsible investing strategies, and the survey found accessing ESG data is a challenge for advisers.