Tag: Investment Managers

Learned Lessons and Market Musings From CIO Bob Doll

The Crossmark investment leader expects 2022 to be more challenging for investors, as central banks unwind supportive policies in response to the ongoing economic recovery and macroeconomic conditions drive higher inflation.
Art by Subin Yang

Retirement Industry People Moves

Financial Planning Association 2022 president announced; Northwestern Mutual appoints new managing director; Nationwide names retirement solutions distribution leader; and more.

Art by Subin Yang

Retirement Industry People Moves

John Hancock Investment Management names new managing director; Transamerica selects large market retirement sales leader; Hub International acquires retirement plan consulting firm; and more.

Art by Subin Yang

Retirement Industry People Moves

Hub International makes new acquisition; Carillon Tower Advisers names head of sustainable investing and corporate responsibility; K&L Gates adds employee benefits partner; 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.
Art by Subin Yang

Retirement Industry People Moves

Portfolio Evaluations adds senior fiduciary consultant; Voya Investment Management to acquire Tygh Capital Management; and Alan Biller and Associates makes key promotions.

Art by Subin Yang

Retirement Industry People Moves

North Pier adds senior consultant in Chicago; Natixis Investment Managers hires head of retirement and institutional business; Mesirow appoints managing director to oversee structured debt; and more.

J.P. Morgan: Doing Well and Doing Good Are Compatible

Historically, investors tended to consider ESG factors either to increase risk-adjusted returns (doing well) or to achieve sustainable outcomes (doing good). A new analysis suggests there is no meaningful trade-off between the two when investing in public markets.

Op-Ed: ERISA Prudence Demands Healthy ESG Skepticism

Neal Shikes agrees that ESG factors can be an important part of institutional investors’ methodologies, but he also says retirement plan fiduciaries should be skeptical of some claims about what todays’ ESG investments can actually deliver when it comes to confronting climate change.
Art by Subin Yang

Retirement Industry People Moves

Alera Group hires COO of wealth and retirement plan services divisions; The Standard hires retirement plans regional sales rirector; AIG announces senior leadership changes; and more.

Could This Be a DOL ESG Framework That’s Here to Stay?

In addition to the important practical takeaways of the DOL’s proposed rule on ESG investing and proxy voting, sources say the potential impact and what the department is signaling with the proposal are enormous.
Art by Subin Yang

Retirement Industry People Moves

TIAA appoints chief brand and demand generation officer; BDO USA adds Lowery Asset Consulting; Morgan Stanley Investment Management bolsters sales leadership team; and more.