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ESG
476 posts
The Impact Anti-DEI/ESG May Have on Fiduciary Responsibility
To act in the best interests of a client, a fiduciary has a duty to align the client’s goals and objectives with their core values, priorities, and sense of purpose
March 12, 2025
Despite Stall, Investors Express Interest in ESG Screens
The interest presents an opportunity for firms, especially as more Millennials accumulate wealth in the coming years, reports Cerulli
February 5, 2025
Key Takeaways to Consider in Wake of American Airlines ESG Opinion
Judge’s recent decision in landmark case gives plenty for plan fiduciaries, sponsors and advisors to think about moving forward
January 30, 2025
Judge Finds American Airlines Liable for ESG Investing in 401(k) Plan
Ruling announced today says airline breached its fiduciary duty of loyalty by failing to act solely in the plan’s best financial interests
January 10, 2025
BlackRock, State Street, Vanguard Face ESG Lawsuit by 11 States
The suit claims that the asset managers limited competition by taking “substantial” stockholdings in U.S. coal producers
December 2, 2024
ESG Adoption Gradually Increases in 2023
Numbers are still lower compared to 2021's high adoption rate of 49%, finds Callan
November 13, 2024
SEC Docks Invesco Advisers $17.5M for Misleading ESG Statements
Charge involves 2020-2022 claims that a high percentage of company-wide assets were ESG integrated
November 11, 2024
DOL Fiduciary Rule, ESG Considerations Likely DOA Under Second Trump Term
Trump Administration expected to abandon current DOL rulemaking effort; eliminate or limit fiduciaries' consideration of ESG factors when selecting plan investments
November 6, 2024
Bill to Ban ESG Consideration in Retirement Plans Floated by House Republicans
Legislation is latest attempt to reverse Biden Administration’s controversial ESG rule
March 25, 2024
ESG Issues Continue to Make Headlines
Groom Law’s George Sepsakos and Jake Eigner describe regulatory and political developments in the ever-shifting environmental, social and governance landscape
October 10, 2023