2018 Global Retirement Index

The 2018 Global Retirement Index (GRI) reveals how retirement security has been threatened in the ten years since the financial crisis—and identifies the top countries for retirement security around the world.

  • September 6, 2018
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Mission Critical: Aligning Values with Retirement Investments

See how the Shelton Group advances their sustainability mission by embracing an ESG-driven target date mutual fund option in their employee 401(k) plan.

  • August 13, 2018
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Adding Sustainable Investments to Higher Education Retirement Plans

Environmental, social and governance funds can provide new ways to appeal to retirement plan sponsors and participants.

  • July 31, 2018
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Fiduciary Update: Using ESG Factors in ERISA Plans

The latest DOL bulletin reaffirms that plan sponsors need to evaluate ESG-themed funds using the same due diligence process applied to any other potential plan investment.

  • April 26, 2018
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Investing for a Better World

The first ESG-driven target date mutual funds - designed to help plan participants invest for the future with purpose.

  • April 25, 2018
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Building a Sustainable Future: ESG in Retirement Plans

Learn why funds that consider ESG (environmental, social, governance) factors are gaining traction with retirement plan sponsors and participants.

Green Light: Understanding ESG Guidance for Retirement Fiduciaries

Financial professionals acting as retirement plan fiduciaries can consider ESG factors in their investment decision-making.

Global Insight Into the Economics of Retirement Security

How demographics, low interest rates, and growing pension deficits are challenging retiree security across the globe.

  • July 19, 2017
2017 Trends: Global Retirement Index Results

An in-depth assessment of trends impacting investment strategy and retirement security in the developed world.

  • July 19, 2017
Natixis Sustainable Future Funds

Explore ESG-driven target date funds allowing plan participants to align their investments with positive environmental, social, and governance practices.

  • May 25, 2017
Inspiring Opportunity: Millennials, ESG, and Retirement Saving

Why ESG strategies might be a way for financial professionals to help motivate Millennial investors to save for retirement.

Changing the Climate of Target Date Funds

Learn how ESG-driven target date funds allow plan participants to align their investment strategy with their personal values.

ESG Strategies Could Make Retirement More Personal

Aligning with workers’ personal values may help increase defined contribution plan participation.

4 Tax Strategies for Retirement Distribution Planning

As clients move from the accumulation to the distribution phase of retirement planning, an effective tax strategy can minimize taxes and maximize...

Defined Contribution Survey – Attitudes, Actions, Assessments

As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.

  • November 21, 2016