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.
Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.
Lazard Launches Equity Portfolio; American Century Reorganizes Income Fund; Nuveen Releases ESG U.S. Aggregate Bond ETF; and more.
Hartford Funds Expands Fixed Income ETF Suite; Sage Releases ESG Intermediate Credit Index; ICMA-RC Opening Investments to Private Sector.
The partnership will focus on sustainable investing.
A survey from Capital Group also found 80% of Millennials believe all employers should be expected to provide a retirement savings option.
A US SIF resource provides practical tips and suggestions.
Almost all Millennial investors in a study indicated they want sustainable investment options in their 401(k)s.
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.
Wilshire Launches VETS Index; Betterment Sprouts SRI Option for Participants; LPL Opens Mutual-Fund Only Platform; and more.
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.
For some segments of the employee population, access to environmentally and socially conscious investment options spurs a significant bump in savings rates.
Fidelity Launches RMD-Focused Funds; Nuveen Launches New Equity ESG ETFs; AI Insight Partners with ActiveAllocator Holdings; and more.
Wisdom Tree Unveils Fixed Income Strategy; Fidelity Launches ESG Index Funds; and Envestnet Offering 3(38) Investment Service to TIAA Clients.
Neuberger Berman has created a framework for retirement plan sponsors considering including SRI strategies in their plans.
However, there are some challenges that inhibit greater adoption of ESG investments, State Street Global Advisors finds.
However, one significant barrier remains: the lack of transparent, standardized and quality data.
HealthSavingsAdministrators Launches HSA Featuring Franklin Templeton Funds; Natixis ESG TDF on the Horizon; Wilshire Associates Rolls Out Equity Hedge Fund Index; and more.
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.
Lincoln Financial Group Releases New Annuities; Nuveen Launches Investment Trust Portfolio; Wilshire Associates Releases ESG-Weighted Index; and more.