The Bottom Line: Investment Company Institute (ICI) endorsement of a first-time ESG Roadmap represents another step forward in a process of clarifying sustainable investment strategies.
The Bottom Line: DOL issues proposal to address ESG investment issues in retirement plans that reflects some superficial conclusions and fundamental misunderstanding regarding ESG investing.
The Bottom Line: Direct indexing is an option for qualifying passive investors seeking to customize portfolios to more precisely meet their sustainability values and preferences.
The Bottom Line: Contemplated for close to 50 years, SEC Investor Advisory Committee recommends updating reporting requirements of issuers to include material, decision-useful ESG factors.
The Bottom Line: In this the second of two papers, three key standard setting recommendations are made for further consideration and debate. Download Research Reports.
The Bottom Line: Response to SEC’s RFC on Fund Names to such terms and “ESG” or “Sustainable” proposes for consideration a potential fund classification framework.
The Bottom Line: Sixteen events of note were identified for the month of April 2020, including eight, or 50%, involving newly introduced sustainable fund products.
The Bottom Line: Recent sustainable fund annual or semi-annual report filings that disclose performance results and offer commentary on sustainable investment strategies, decisions and outcomes.
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