Tag: SRI

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.

Janus Capital Releases Fiduciary Focused Share Classes; TIAA adds Guaranteed Income Components to TDFs; Virtus Launches Municipal Bond ETF; and more.

Retirement plan advisers expect a steady stream of new ESG/SRI investment products in 2017, but it is less clear that sponsor clients are interested. 

Prudential Launches New TDF Suite; Natixis Releases ESG TDFs; and Vanguard Reports Reduced Expense Ratios.

Hartford Funds Reduces Fees for Strategic Beta ETFs; John Hancock Launches ESG-Focused Funds; TIAA’s Nuveen Releases ESG-Focused ETFs.

Incorporation of ESG factors in investment decisionmaking doubled for corporate plans since last year.