3 Challenges for Getting ESG Funds Into Retirement Plans.

3 Challenges for Getting ESG Funds Into Retirement Plans.

"CalSavers recently announced the selection of State Street Global Advisors to manage the investment lineup using existing SSGA funds or combinations thereof but said there won’t be an ESG fund in the plan, at least not initially. The reason? The ESG options were too expensive."

[COMMENTARY]Jon Hale, at Morningstar, outlines the steps that could’ve been taken by CalSavers to get inexpensive ESG options included in its lineup. The points Jon makes are important for all fund managers to be aware of.
3 Challenges for Getting ESG Funds Into Retirement Plans, by Jon Hale, August 30, 2018, Morningstar, USA.

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