ESG Investing
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.
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.
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.
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.
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.
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.
2021 Natixis Global Survey of Individual Investors ESG Insights
ESG Insights from the 2021 Natixis Global Survey of Individual Investors.
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.
Five Institutional Investment Trends to Watch
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.
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).
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.
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.
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.
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.
Environmental, Social and Governance Issues: Sentiment Across Surveys
Individuals want investments that reflect their personal values, but professional investors are skeptical about performance.