S&P Global Ratings to issue ESG credit-related indicators
The Bottom Line: S&P Global Ratings becomes the third credit rating agency to issue ESG credit indicators intended to inform the CRA’s assessment of creditworthiness.
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SEC Issues ESG Risk Alert
The Bottom Line: The SEC’s Division of Examinations (DE) issued an advisory Risk Alert highlighting observations from recent exams focusing on ESG products and services.
Touchstone acquires mutual funds from AIG’s SunAmerica
The Bottom Line: Touchstone Investments acquires the mutual funds business managed by AIG’s SunAmerica Asset Management and will integrate 12 funds with about $7.5 billion.
Acquisition of ACRe by ISS continues consolidation trend in ESG space
The Bottom Line: The ISS announced acquisition of ACRe on Monday continues consolidation trend in the ESG space, now with a focus on U.S. municipals.
SEC subcommittee introduces preliminary ESG reporting and disclosure recommendations for funds
The Bottom Line: SEC Asset Management Advisory subcommittee introduced preliminary set of potential ESG investment product reporting and disclosure recommendations at December 1, 2020 meeting.
Investment Company Institute (ICI) endorses first-time ESG Roadmap
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.
DOL issues proposal to address ESG investment issues in retirement plans
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.
Direct Indexing: An Option for Qualifying Sustainable Passive Investors
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.
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