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...
Tag: ESG
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...
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...
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...
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...
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
According to Michael Hunstad, head of quantitative strategies at NTAM, it is undeniable in 2019 that ESG issues are material to financial performance; more debatable is the best...
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...
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.
Factors Hindering Adoption of ESG Investments in DC Plans
According to a Cerulli report, fee sensitivity, concerns about performance and regulatory confusion are headwinds to environmental, social and governance (ESG) investment adoption in defined contribution (DC) plans.
Pentegra Announces 401(k) Offering With Only SRI, ESG Investments
Pentegra will provide recordkeeping and 3(16) fiduciary administrator services, and LeafHouse Financial will provide 3(38) discretionary investment fiduciary services for the plan.
Editor’s Letter
Activism at Work
The ESG of today generally refers to rewarding companies with investments because of positive behaviors
This Plan Sponsor Is All-In on ESG TDFs
Many plan sponsors fear being a trendsetter, but United World College-USA is proud of using ESG investing themes in its...
Trendspotting
ESG Opportunities via Fixed Income
More than half of asset managers now apply 'ESG' beyond equities
Investment Product and Service Launches
Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate.