Investing | March 13th, 2019 Cerulli Finds All Talk, No Action Regarding DC Plan ESG Investment Adoption Cerulli Associates found fee sensitivity and the notion that environmental, social and governance (ESG) investing entails a trade-off in performance...
Products | March 7th, 2019 Investment Product and Service Launches Vanguard presents active equity ESG fund; Goldman Sachs announces ETF suite focused on innovation; State Street enhances fixed income ETFs;...
Products | March 4th, 2019 Pentegra Introduces 401(k) Program With SRI, ESG Focus The retirement plan provider is offering this program in partnership with Social(k) and LeafHouse Financial.
Products | January 31st, 2019 Investment Product and Service Launches Robeco adds sustainable equities model, and Morningstar creates index group targeting low-carbon economy.
Investing | December 13th, 2018 ESG Access Among Active Management Opportunities in 2019 Asked about what Putnam has seen develop this year in terms of environmental, social and governance investing programs, and about...
Products | December 6th, 2018 Investment Product and Service Launches Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate.
Products | November 29th, 2018 Investment Product and Service Launches Touchstone Creates Additional Equity Funds; AAM Builds Third High Dividend Value ETF; and HB&T to Build ESG-Centered Collective Investment Fund.
Investing | November 14th, 2018 SRI Holdings in ERISA Plans Gaining Ground, but Concerns Remain What would encourage more ESG offerings in retirement plans?
Products | October 25th, 2018 Investment Product and Service Launches BlackRock Launches Multiple ESG Funds and Tools; Fingage Managed Account Solution Added to LT Trust Recordkeeping Platform; Franklin Templeton Acquisition...
Products | October 11th, 2018 Investment Product and Service Launches Northern Trust and Parilux Partner to Improve Investing Solutions; TIAA Adds Guaranteed Income to Custom Default Solutions; Arabesque Offers ESG...
Investing | October 9th, 2018 U.S. Institutional Investors Changing Views of ESG Investing A global survey of institutional investors found more in the U.S. said ESG factors can be a source of alpha...
Products | September 27th, 2018 Investment Product and Service Launches Capital Group adopts PFaroe; Reliance Trust chooses Northern Trust to support CITs; Vanguard introduces low-cost ESG ETFs; and more.
Investing | September 26th, 2018 Plan Sponsors Need the Right Motivations for Choosing ESG Investments Political motivations and investor recommendations can result in choosing a low-performing investment for a retirement plan.
Products | September 6th, 2018 Investment Product and Service Launches T. Rowe Price closes Emerging Markets Stock Fund; Fidelity merges active and passive funds in new TDF suite; SSGA decreases...
Products | August 16th, 2018 Investment Product and Service Launches US SIF Launches Money Manager-Focused Guide, and Wells Fargo Updates Personalized Solution.
Opinions | June 22nd, 2018 Social Investing and ERISA Plans: The Context Is Significant Thomas White, partner at Rimon Law, discusses how plan sponsors should consider ESG investments following the DOL’s latest guidance.
Products | June 21st, 2018 ClearPoint Financial Creates ESG Target-Date Portfolio Seventy percent of employers use target-date funds (TDFs) as the default investment option for their retirement plans, yet ESG versions...
Investing | June 20th, 2018 PSNC 2018: Investment Lineup Construction and Design There are a number of investment vehicles to consider when drafting a plan menu that best suits the plan's participants.
Compliance | April 24th, 2018 DOL Issues More Guidance Related to ESG Investing in DC Plans In a new Field Assistance Bulletin, the DOL clarifies how ESG investment considerations should be made under ERISA if ESG...
Investing | March 30th, 2018 Green Bonds as Part of an ESG Investing Strategy “Ultimately, we believe that an active and tactical approach to investing in green bonds may allow investors to better manage...