The measure titled “Investment of Retirement Funds in Companies Contributing to Climate Change” was considered by Microsoft shareholders last week.
Noting that “Microsoft uses BlackRock LifePath... Read More
Advertisement
ESG Investing
BY Nevin E. Adams, JD | 12/12/2022
The BlackRock Lifepath target-date funds have been targeted again—not in litigation, but by a shareholder activism group for their inclusion on a 401(k) menu.
Noting that “Microsoft uses BlackRock... Read More
BY NAPA Net Staff | 12/6/2022
In a new episode of the Nevin & Fred podcast, Nevin (Adams) and Fred (Reish) take a look at the Labor Department’s much-anticipated final ESG rule.
The Labor Department says that it will allow... Read More
BY Nevin E. Adams, JD | 12/6/2022
A little more than a week ago, the U.S. Department of Labor unveiled its much-anticipated final ESG rule. There’s a lot to unpack in that regulation (and the rest of the 236-pages that help... Read More
BY NAPA Net Staff | 12/5/2022
With the ink on the Labor Department’s new ESG regulation barely dry, U.S. Senator Tom Cotton (R-AK) has introduced legislation to stop it.
“Retirement plans should prioritize ... Read More
BY NAPA Net Staff | 12/2/2022
We now have an official effective date for the new ESG regulation.
While the Department of Labor unveiled its final rule on the consideration of environmental, social and governance (ESG... Read More
BY Nevin E. Adams, JD | 12/2/2022
Last week we got the final regulation on ESG investments in defined contribution (DC) plans (and some clarity on proxy voting)—so what, at this early date, do readers have to say?
Yes, just ahead... Read More
BY Nevin E. Adams, JD | 11/28/2022
Last week we got the final regulation on ESG investments in defined contribution plans (and some clarity on proxy voting). What difference do you think this will make—and will it impact how you... Read More
BY NAPA Net Staff | 11/23/2022
The Securities and Exchange Commission has charged Goldman Sachs Asset Management, L.P. (GSAM) for policy and procedure failures involving two mutual funds and one separately managed account... Read More
BY Nevin E. Adams, JD | 11/22/2022
The U.S. Department of Labor has unveiled its much-anticipated final ESG rule that it says will allow “plan fiduciaries to consider climate change and other environmental, social and governance... Read More
BY Nevin E. Adams, JD | 11/21/2022
Looks like the Office of Management and Budget (OMB) has wrapped up its review of a new rule on Environmental Social & Governance investing in retirement plans.
The regulation, submitted for... Read More
BY Nevin E. Adams, JD | 11/10/2022
In sports, it’s said “you can't tell the players without a scorecard.” And when it comes to investing, you need a scorecard as well.
In fourth episode in this podcast series, Nevin Adams, Chief... Read More
BY Nevin E. Adams, JD | 11/9/2022
Investment Management 101 tells us not to put all our eggs in one basket. So why should our approach to management and board composition be any different?
It’s a great question, which is why we’ll... Read More
BY Nevin E. Adams, JD | 11/8/2022
ESG is a broad, sweeping construct, and in its most comprehensive form touches on a wide variety of elements essential to corporate governance, sustainability, and returns. But there are skeptics, if... Read More
BY Nevin E. Adams, JD | 11/7/2022
ESG is often thought of in the same framing as socially responsible investing, or SRI. While there are some potential overlaps in focus, ESG is different—and arguably very different.
ESG—... Read More
BY Nevin E. Adams, JD | 11/4/2022
A shareholder advocacy group has filed more corporate resolutions challenging the alignment of 401(k) investment menus with corporate standards regarding sustainability initiatives.
As You Sow,[i... Read More
BY Ted Godbout | 11/2/2022
Regardless of the divided political pressure surrounding environmental, social, and governance (ESG) investing, asset managers apparently remain committed to considering such factors, with... Read More
BY Nevin E. Adams, JD | 10/7/2022
A recent development regarding a rule by the Employee Benefits Security Administration suggests that we could have a final regulation from the Labor Department by year-end.
The regulation,... Read More
BY NAPA Net Staff | 9/23/2022
In recent weeks some state officials have pushed back on the imposition of ESG factors in state pension investment considerations—now another is pushing back on that pushback, criticizing BlackRock... Read More
BY Nevin E. Adams, JD | 9/16/2022
There’s been a lot of shifting in the ESG dialogue and debate these past two years—this week, we asked readers how they feel about the subject—and if/how that’s been influenced by those shifts.
It... Read More
BY Nevin E. Adams, JD | 9/12/2022
There’s been a lot of shifting in the ESG dialogue and debate these past two years—this week, we’d like to know where you stand today—and if/how that’s been influenced by those shifts.
A little... Read More
BY NAPA Net Staff | 9/6/2022
The board that oversees the Arizona state treasurer’s office investment pools has adopted language in its investment policy statement that “ensures that the Arizona State Treasurer’s Office... Read More
BY NAPA Net Staff | 8/24/2022
Under a new resolution passed by the Trustees of the State Board of Administration, Florida’s state pensions will be required to make investment decisions based solely on pecuniary factors.
More... Read More
BY Ted Godbout | 8/10/2022
If the GOP takes control of Congress, one priority may be fighting the DOL’s efforts to make it easier for plan fiduciaries to consider environmental, social and governance factors when selecting... Read More
BY Nevin E. Adams, JD | 8/2/2022
Despite surveys to the contrary, a new study finds that overall interest in ESG strategies by participants is “relatively weak” and “driven by naïve diversification.”
The difference may, of course... Read More
Recent Comments