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ESG Investing

BY Ted Godbout | 8/1/2022
The SEC is not trying to force funds to invest in ESG, but instead is seeking to make sure disclosures are consistent and reliable so that investors have the information they need, an SEC branch... Read More
BY NAPA Net Staff | 7/15/2022
A new report says that ESG faces a “make or break” moment, with a lack of standardization, regulation and common purpose—and concerns about “greenwashing”—threatening trust. Environmental, social... Read More
BY Ted Godbout | 7/12/2022
A senior Republican senator who sits on the Senate Finance Committee is taking aim at efforts that would give plan fiduciaries greater leeway in using environmental, social and governance (ESG)... Read More
BY Ted Godbout | 7/8/2022
New research provides insights from DC plan participants who had access to and invested in ESG funds—and demonstrates that how plan sponsors offer ESG matters in more ways than one.  On the... Read More
BY Ted Godbout | 6/16/2022
Betterment recently surveyed 1,000 U.S. investors to examine their level of understanding of ESG investments, what might make them interested in investing, as well as the role employers and advisors... Read More
BY Ted Godbout | 5/26/2022
Saying that it is seeking “consistent, comparable and reliable information,” the SEC is taking aim at the way investment advisers and registered investment companies describe and disclose their ESG... Read More
BY Ted Godbout | 5/19/2022
Americans increasingly are saying that their personal values and supporting causes they care most about are top considerations when it comes to their financial decisions and investing.  ... Read More
BY Nevin E. Adams, JD | 5/3/2022
Noting that “data from Securities and Exchange Commission (SEC) filings demonstrates misalignment between the Company’s sustainability goals and investment options offered through the Amazon 401(k)... Read More
BY Ted Godbout | 4/22/2022
The trend toward values-based investing is poised to become a mainstream practice as Millennials come to control a larger share of wealth, according to a new report from Fidelity Charitable.... Read More
BY Michael Garberich | 4/20/2022
As a follow up to the post, “RIA Opens Up About DOL ESG Inquiries,” LeafHouse Financial has officially concluded its DOL investigation surrounding environmental, social, and governance (ESG)... Read More
BY Ted Godbout | 4/13/2022
The chairman of the Securities and Exchange Commission thinks the Commission stands on firm ground with respect to its legal authority to mandate that public companies include climate-related... Read More
BY Ted Godbout | 4/11/2022
More 401(k) participants say having ESG options could inspire them to increase their contribution rate, the results of a new survey suggest.  According to Schroders’ 2022 U.S. Retirement... Read More
BY Ted Godbout | 3/29/2022
Amid rising inflation and interest rates, volatile markets and climate worries, institutional investors apparently are responding to the uncertain environment by pursuing a range of portfolio... Read More
BY Ted Godbout | 3/22/2022
Social responsibility initiatives like DEI and ESG investing are a high priority for many executives—but does that extend to helping employees save for retirement? A new survey by PNC... Read More
BY Ted Godbout | 1/19/2022
With studies showing that environmental, social and governance (ESG) factors can be financially relevant investment considerations, a Jan. 13 NAPA webcast sponsored by MFS Investment Management... Read More
BY Ted Godbout | 1/6/2022
For investors focused on ESG factors, better performance and seeing the benefits of their investing are critical to their decision to invest in ESG, according to a new survey.  Results from... Read More
BY Nevin E. Adams, JD | 12/15/2021
Among the nearly 29,000 comments received,[i] a group of senior U.S. senators has suggested that the Labor Department pull its ESG proposal, while a dozen state Attorneys’ General are backing... Read More
BY Ted Godbout | 12/3/2021
Driven by clients and missions that align with sustainable outcomes, incorporating the guiding principles of environmental, social and governance (ESG) into their portfolios is a high priority for... Read More
BY Ted Godbout | 11/15/2021
While conventional wisdom suggests that ESG investing has been driven by socially conscious Millennials, a new survey suggests that ESG now appeals to the mainstream of individual investors.... Read More
BY NAPA Net Staff | 11/10/2021
Environmental, social and governance investing is of increasing interest to investors, plan sponsors… and regulators.   In this podcast episode, American Retirement Association Chief... Read More
BY Ted Godbout | 11/9/2021
While a record number of institutional investors are incorporating ESG factors into their investment decision-making, there apparently still are a number of ongoing disparities, according to a new... Read More
BY Ted Godbout | 10/18/2021
The day after the Labor Department released proposed guidance addressing the use of ESG factors in selecting plan investments, the Biden administration released a strategy report outlining its... Read More
BY NAPA Net Staff | 9/30/2021
Any day (minute?) now the Biden administration is expected to issue an update to the rules considering environmental, social and governance (ESG) issues regarding retirement plan investments.... Read More
BY Ted Godbout | 9/29/2021
With regulatory guidance coming and more investors applying ESG criteria when evaluating risks and growth opportunities within companies, corporate execs are stepping up their efforts to get ahead of... Read More
BY NAPA Net Staff | 9/27/2021
To assist retirement plan sponsors considering the addition of investment options that address ESG criteria to their DC plans, the U.S. Sustainable Investing Foundation has released a five-step guide... Read More