In Practice April 8th, 2024 401(k)s to Match the Mission Just Futures has brought to market a value-driven retirement plan investing model it says is especially in demand by nonprofits.
Compliance March 27th, 2024 BlackRock’s Non-ESG Funds Are Still ESG, Mississippi Order Says Mississippi alleges that BlackRock misled investors and should be fined millions.
Compliance March 25th, 2024 DOL Defends ESG Rule Against 5th Circuit Appeal The challenge to the DOL’s ESG rule continues at the appellate level.
Compliance March 14th, 2024 19 States, Sierra Club Have Common Dispute: SEC’s Climate Disclosure Rule Republican state attorneys general and the environmental advocacy group are, for different reasons, suing the SEC to overturn its recent...
Compliance January 9th, 2024 401(k) Litigation Continues At ‘Fever Pitch’ Euclid Fiduciary’s litigation summary shows a dip in lawsuits in 2023, but signs of an uptick this year.
Compliance December 18th, 2023 House Judiciary Committee Issues Subpoenas to BlackRock, State Street for ESG Documents The Republican-controlled committee alleges collusive behavior against the fossil fuel industry by asset managers participating in climate-related initiatives.
Compliance December 1st, 2023 Shareholder Rights, ESG Rules Begin Friday The new rule will permit the use of ESG considerations in exercising of shareholder rights.
Compliance November 16th, 2023 Biden Expected to Sign Continuing Resolution The resolution would prevent a government shutdown and keep the DOL funded through February 2.
Compliance November 14th, 2023 House Republicans Propose Budget Bill That Would Repeal DOL Rules Budget proposal for the DOL would prevent the regulator from implementing its ESG rule, independent contractor status and proposals on...
Client Service November 10th, 2023 Navigating ESG: Surveying the Landscape Knowledge about ESG, integration and greenwashing remains low, according to experts at a PLANADVISER event.
Compliance November 10th, 2023 Navigating ESG: Forward Thinking Panelists discuss how new ESG issues will inform investors’ focus and opportunities going forward.
Compliance November 9th, 2023 Assessing Regulations and Best Practices for ESG Investing ESG experts discuss the current regulatory and business landscapes regarding ESG reporting and investing.
Compliance November 6th, 2023 CFA Releases New Definitions for Sustainable Investing Terminology intended to create system to communicate responsible investment practices accurately and consistently, according to CFA.
Compliance November 2nd, 2023 House Republicans Subpoena ESG Advocates The Judiciary Committee has called the CEO of As You Sow to testify in December.
Compliance October 27th, 2023 State AGs Appeal Dismissal of Suit Challenging DOL’s ESG Rule The Department of Labor’s defense continues on two tracks, one in Wisconsin, and 2another in the 5th Circuit.
Compliance October 26th, 2023 New Speaker Mike Johnson Remains an Enigma to Retirement Industry Having served on unrelated committees, Johnson’s legislative record on retirement issues is rather thin.
The Markets October 5th, 2023 Morningstar: ESG Integration Growing Among Institutional Asset Owners The 2023 Voice of the Asset Owner survey probes views on developing ESG investment strategies.
Compliance September 22nd, 2023 Judge Upholds DOL ESG Rule A Texas judge, appointed during the Trump administration, ruled that the DOL does not violate ERISA by permitting ESG in...
Compliance September 20th, 2023 Funds’ Portfolios Must Reflect Their Name, SEC Says New rule means funds will have to derive 80% of their value from investments related to their official names.
Compliance September 14th, 2023 American Airlines Asks Judge to Toss 401(k) ESG Complaint The airline's motion maintains that former pilot has no standing in ESG investing lawsuit, including an amended complaint that sought...