October 5th, 2018
“Providing advisers with materials that can be used to educate clients about a firm’s approach to ESG investing is crucial in increasing adviser adoption,” says Ed Louis, a senior analyst at Cerulli Associates.
October 3rd, 2018
A new white paper argues that investors can use their hard-earned dollars to make a positive impact on the world while also enhancing the performance characteristics of their portfolios.
September 7th, 2018
This will drive broader growth in ESG, Cerulli Associates says.
May 31st, 2018
According to the College for Financial Planning, investors of all kinds are clamoring for more information about sustainable investments and corporate responsibility.
May 4th, 2018
Retirement plan administration platform the LightPoint Kingdom(k) retirement plan aims at Christian business owners.
March 2nd, 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 12th, 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 12th, 2017
Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.
October 5th, 2017
Lazard Launches Equity Portfolio; American Century Reorganizes
Income Fund; Nuveen Releases ESG U.S.
Aggregate Bond ETF; and more.
September 28th, 2017
Hartford Funds Expands Fixed Income ETF Suite; Sage Releases ESG Intermediate Credit Index; ICMA-RC Opening Investments to Private Sector.
September 21st, 2017
The partnership will focus on sustainable investing.
Data & Research
August 30th, 2017
A survey from Capital Group also found 80% of Millennials believe all employers should be expected
to provide a retirement savings option.
August 16th, 2017
A US SIF resource provides practical tips and suggestions.
August 11th, 2017
Almost all Millennial investors in a study indicated they want sustainable investment options in their 401(k)s.
July 21st, 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 20th, 2017
VETS Index; Betterment Sprouts
SRI Option for Participants; LPL Opens
Mutual-Fund Only Platform; and more.
July 13th, 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 16th, 2017
For some segments of the employee population, access to
environmentally and socially conscious investment options spurs a significant bump
in savings rates.
June 15th, 2017
Fidelity Launches RMD-Focused Funds; Nuveen Launches New Equity ESG ETFs; AI Insight Partners with ActiveAllocator Holdings; and more.
May 18th, 2017
Wisdom Tree Unveils Fixed Income Strategy; Fidelity Launches ESG Index Funds; and Envestnet Offering 3(38) Investment Service to TIAA Clients.