ESG Investing
The Evolution of Target Date Funds in Retirement Plans
Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.
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.
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.
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.