Sustainable, Responsible, and Impact Investing
Public Policy
View from Washington: The Transition from Trump to Biden
A look at the White House changeover, the importance of the Georgia runoff elections, and what’s in store for policy and politics in 2021.
Making Sense of the 2020 Elections: What Happened – and What’s Next?
Veteran political observer Carl Hulse, Chief Washington Correspondent for The New York Times, recaps the 2020 election season and its implications for the road ahead.
Election 2020: Record Turnout, Razor-Thin Results, What Now?
A look at early Election 2020 results and what they could mean for policy and politics over the near term.
Will the 2020 Presidential Election Results Be Litigated?
A contested election could lead to market volatility, but it may not be a foregone conclusion.
Plan Sponsor Views: DOL Proposal on ESG in Retirement Plans
A retirement plan specialist and the president of an international high school offer their perspectives on the DOL’s proposed ruling on ESG investing.
Lessons in Leadership
5 P’s of discipline, call for world leadership on pandemic, democracy and contested election insight from former White House Chief of Staff Andy Card
View from Washington: A Supreme Court Seat Enters the Election Fray
VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.
Assessing the Impact of Biden’s Tax Proposal on Investment Returns
The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.
Election 2020: Coronavirus and the Politics of Federal Aid
US government aid has been crucial for markets during the COVID-19 pandemic, but election season is likely to complicate continued funding efforts.
View from Washington: How Might COVID-19 Impact Election Season?
VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.
Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee
Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.
View from Washington: Markets, COVID-19 and the Federal Response
VP of Government Relations Susan Olson discusses the US federal government’s current fiscal response to the COVID-19 situation.
US-China Trade War: Gauging Peace Prospects – and Their Potential Market Impact
A look at the politics behind the US-China trade war, the prospects for a peace deal, and how the 2020 election could help shape US trade policy.
What Investors Should Know About Housing Finance Reform
A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.
The Fiduciary Standard: Where Are We Now?
The DOL’s Fiduciary Rule is gone. Will a new standard of care take its place? Ira Hammerman of SIMFA updates us on the latest news and legislation pertaining to the broker/dealer fiduciary standard.
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.