News & Commentaries
Racial Injustice Will Have Greater Weight in ESG Scores, S&P Global Says.
“About 217 businesses in the S&P 500 have publicly supported the Black Lives Matter movement to show solidarity and protect their reputations. Question: How sincere are they?” [COMMENTARY] Rather than only saying that black lives matter, companies need to consider their internal functions and activities to determine how they can address internally such issues. Afterall,…
Morningstar: DOL’s ESG Proposal ‘Out Of Step’ With Best Advisor Practices.
“If the DOL passes the rule as proposed ‘it would lead to worse outcomes for plan participants as plan sponsors shy away from assessing ESG risks in selecting investments. Indeed, since most participants use qualified default investment options–and ESG considerations would be barred in these options–most participants would not get the benefits that ESG risk…
Racial Injustice Will Have Greater Weight in ESG Scores, S&P Global Says.
“About 217 businesses in the S&P 500 have publicly supported the Black Lives Matter movement to show solidarity and protect their reputations. Question: How sincere are they?” [COMMENTARY] Rather than only saying that black lives matter, companies need to consider their internal functions and activities to determine how they can address internally such issues. Afterall,…
Morningstar: DOL’s ESG Proposal ‘Out Of Step’ With Best Advisor Practices.
“If the DOL passes the rule as proposed ‘it would lead to worse outcomes for plan participants as plan sponsors shy away from assessing ESG risks in selecting investments. Indeed, since most participants use qualified default investment options–and ESG considerations would be barred in these options–most participants would not get the benefits that ESG risk…
US SIF Foundation Launches Sustainable Investing Course for Individual Investors.
“The course, which takes approximately 30 minutes to complete, provides a brief overview of the development of sustainable investing and summarizes the investment options and strategies available. It also links to additional resources and offers next steps for interested investors.” [COMMENTARY] This is a great idea. It could also be a good adjunct to myDIY…
Canada’s CPP Investments [C$409.6 billion pension fund] Sustainable Investing Policy: Update Reinforces ESG Role in Long-Term Value Creation.
“Integrating ESG factors, including climate change, into investment analysis and asset management activities supports the organization’s clear legislative objective: to maximize long-term investment returns without undue risk of loss.” [COMMENTARY] I’ve included this item to contrast this highly successful — and one of the world’s largest — pension funds, with the recent US Department of…

