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.
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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.
SEC Investor Advisory Committee Recommends Updating ESG Reporting
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.
Rapid Growth in ESG Funds Calls for Adoption of Standards
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.
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