“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.
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.
According to the College for Financial Planning, investors of all kinds are clamoring for more information about sustainable investments and corporate responsibility.
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.
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.
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.
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.