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Sustainable Investing Trends for 2023 and Beyond

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

January 13, 2023 Jens Peers
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Ruminations on SEC Rulemaking

ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.

January 13, 2023 Susan R. Olson
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DOL Final Rule: Clarity on ESG Investing in Retirement Plans

ERISA expert Bradford Campbell explains the DOL’s Final Rule on ESG investing in retirement plans and implications for plan advisors and participants.

December 5, 2022 Susan R. Olson
ESG Investing in Retirement Plans: Help for Plan Advisors

What you need to know to help retirement plan sponsors choose sustainable funds, including the most current guidance from the Department of Labor.

April 21, 2022
Beyond Alphabet Soup: Help for Plan Sponsors Considering ESG

Guidance for plan sponsors who want to use sustainable funds in their retirement plans consistent with ERISA and Department of Labor fiduciary requirements.

April 18, 2022
Customized Equity Portfolios Invest for Racial Equality

Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.

March 9, 2022
2021 Natixis Global Survey of Individual Investors ESG Insights

ESG Insights from the 2021 Natixis Global Survey of Individual Investors.

November 8, 2021 Dave Goodsell
2021 ESG Investor Insight Report

Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.

April 21, 2021 Dave Goodsell
Five Institutional Investment Trends to Watch

Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.

March 3, 2021 Mark J. Cintolo Financial Professional content – requires login
Sustainable Funds as 401(k) Option Improved Plan’s Contribution Rates

See how one company encouraged employees to contribute more to their 401(k) plans by offering a new Qualified Default Investment Alternative (QDIA).

February 23, 2021
2019 Institutional Survey Part II

Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.

May 18, 2020 Dave Goodsell
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Create Customized Portfolios Using Direct Indexing

See how index portfolios can be customized for ESG (environmental, social, and governance) or strategic investment goals using active screening techniques.

March 6, 2020 Kevin Maeda
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ESG Investing Survey: Investors Want the Best of Both Worlds

Individuals and professionals say ESG investing can help them align assets with personal values — and has the potential to drive real results.

May 16, 2019
Four Key Insights into Establishing the California Green Bond Market

Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.

March 2, 2018
Environmental, Social and Governance Issues: Sentiment Across Surveys

Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.

June 13, 2017