Chartered SRI Counselor Designation Introduced By CFFP
According to the College for Financial Planning, investors of all kinds are clamoring for more information about sustainable investments and corporate responsibility.
Tag: SRI
Beacon Wealth Consultants Offers Platform With Biblically Responsible Investment Options
Retirement plan administration platform the LightPoint Kingdom(k) retirement plan aims at Christian business owners.
A Passionate Defense of ESG Investing from Connecticut Treasurer
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.
Half Say They Would Save Less If Retirement Tax Incentives Were Reduced
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.
Investment Products and Services Launches
Columbia Threadneedle premieres strategic beta bond ETF; and Change Finance launches new sustainable investing ETF.
Investment Products and Services Launches
Lazard Launches Equity Portfolio; American Century Reorganizes
Income Fund; Nuveen Releases ESG U.S.
Aggregate Bond ETF; and more.
Investment Products and Services Launches
Hartford Funds Expands Fixed Income ETF Suite; Sage Releases ESG Intermediate Credit Index; ICMA-RC Opening Investments to Private Sector.
Impax Asset Management to Acquire Pax World Management
The partnership will focus on sustainable investing.
Millennials Want Investments That Change Theirs' and Others' Lives
A survey from Capital Group also found 80% of Millennials believe all employers should be expected
to provide a retirement savings option.
Guide Offers Tips for Including Sustainable Investments in DC Plans
A US SIF resource provides practical tips and suggestions.
Millennials Most Interested in Sustainable Investing
Almost all Millennial investors in a study indicated they want sustainable investment options in their 401(k)s.
DOL Rules Have Popularized ESG Investing Among DC Plans
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.
Investment Products and Service Launches
Wilshire Launches
VETS Index; Betterment Sprouts
SRI Option for Participants; LPL Opens
Mutual-Fund Only Platform; and more.
Investment Products and Services Launches
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.
ESG Used To Motivate Greater Savings and Mitigate Risk
For some segments of the employee population, access to
environmentally and socially conscious investment options spurs a significant bump
in savings rates.
Investment Products and Service Launches
Fidelity Launches RMD-Focused Funds; Nuveen Launches New Equity ESG ETFs; AI Insight Partners with ActiveAllocator Holdings; and more.
Investment Products and Service Launches
Wisdom Tree Unveils Fixed Income Strategy; Fidelity Launches ESG Index Funds; and Envestnet Offering 3(38) Investment Service to TIAA Clients.
Document Suggests Discussions and Implementation Steps for SRI Investing
Neuberger Berman has created a framework for retirement plan sponsors considering including SRI strategies in their plans.
Institutional Investors Say ESG Helps With Returns and Volatility
However, there are some challenges that inhibit greater adoption of ESG investments, State Street Global Advisors finds.
Investors See Fewer Obstacles to Incorporating ESG in Portfolios
However, one significant barrier remains: the lack of transparent, standardized and quality data.