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
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ESG Investing
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
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
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