March 2, 2018
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.
Data & Research
December 12, 2017
Forty-six percent say they would “save less” or “stop saving” in their 401(k) if the tax deferred status of their plan was taken away, according to the Wells Fargo/Gallup Investor and Retirement Optimism Index.
October 12, 2017
Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.
October 5, 2017
Lazard Launches Equity Portfolio; American Century Reorganizes
Income Fund; Nuveen Releases ESG U.S.
Aggregate Bond ETF; and more.
September 28, 2017
Hartford Funds Expands Fixed Income ETF Suite; Sage Releases ESG Intermediate Credit Index; ICMA-RC Opening Investments to Private Sector.
September 21, 2017
The partnership will focus on sustainable investing.
Data & Research
August 30, 2017
A survey from Capital Group also found 80% of Millennials believe all employers should be expected
to provide a retirement savings option.
August 16, 2017
A US SIF resource provides practical tips and suggestions.
August 11, 2017
Almost all Millennial investors in a study indicated they want sustainable investment options in their 401(k)s.
July 21, 2017
ERISA attorneys and asset managers agree that ESG is rapidly
becoming a cornerstone issue for DC plan sponsors—and most other categories of institutional
investors for that matter.
July 20, 2017
VETS Index; Betterment Sprouts
SRI Option for Participants; LPL Opens
Mutual-Fund Only Platform; and more.
July 13, 2017
Charles Schwab Adds More Commission-Free ETFs; John Hancock
Continues Reducing Mutual Fund Fees; Rise Financial Opens its Doors for
Socially Responsible Investing; and more.
June 16, 2017
For some segments of the employee population, access to
environmentally and socially conscious investment options spurs a significant bump
in savings rates.
June 15, 2017
Fidelity Launches RMD-Focused Funds; Nuveen Launches New Equity ESG ETFs; AI Insight Partners with ActiveAllocator Holdings; and more.
May 18, 2017
Wisdom Tree Unveils Fixed Income Strategy; Fidelity Launches ESG Index Funds; and Envestnet Offering 3(38) Investment Service to TIAA Clients.
April 24, 2017
Neuberger Berman has created a framework for retirement plan sponsors considering including SRI strategies in their plans.
April 20, 2017
However, there are some challenges that inhibit greater adoption of ESG investments, State Street Global Advisors finds.
March 27, 2017
However, one significant barrier remains: the lack of transparent, standardized and quality data.
February 23, 2017
HSA Featuring Franklin Templeton Funds; Natixis ESG TDF on the
Horizon; Wilshire Associates Rolls Out Equity Hedge Fund Index; and more.
February 22, 2017
While little concrete policy has yet been crafted, it is
commonly assumed that the Trump administration will have little enthusiasm for
promoting environmental, social and governance investing.