Browsing Tag
Environmental Social and Governance (ESG)
237 posts
Environmental, Social, and Governance (ESG) refers to a set of non-financial criteria used to evaluate a company’s operations and long-term sustainability. Environmental factors assess a company’s impact on nature (e.g., carbon emissions, resource use). Social factors examine relationships with employees, communities, and stakeholders (e.g., labor practices, diversity). Governance focuses on internal controls and leadership (e.g., board structure, executive pay). ESG principles guide responsible investing and corporate behavior by promoting transparency, ethics, and risk management.
Businesses Integrate ESG Metrics, Avoid DEI in Incentive Plans
The WTW 2025 ESG Incentive Metrics Study is based on an analysis of 1,070 public company disclosures
House Passes Rep. Allen’s Anti-ESG Retirement Investing Bill
The Protecting Prudent Investment of Retirement Savings Act would ensure retirement plan sponsors make investment decisions exclusively based on economic factors and financial returns
The Quiet Push: How Private Equity is Creeping into Target Date Funds
Longtime fiduciary advisor Terry Morgan argues the push to embed private equity inside TDFs threatens liquidity, transparency, and fiduciary duty
Trump Signs EO Challenging Proxy Advisors Promoting ESG, DEI Investing
The executive order also accuses two major proxy advisors of promoting the social investments
Reintroduced Bill Would Replace Biden-Era ESG Regulation
The legislation would only allow fiduciaries to make investment decisions based on “pecuniary” factors
Why Sustainability Funds Deserve a Place in 401(k) Plans
Dr. Bruce Kahn says sustainability funds are not about charity; they are about disciplined, risk-adjusted investing
SEC Pulls Back 14 Proposed Rules from Prior Administration
Included among them are rules pertaining to ESG disclosures, predictive data analytics, safeguarding advisory client assets, and cybersecurity, among others
Chavez-DeRemer to Testify on DOL Priorities Before House Committee Thursday
New Labor Secretary may address fiduciary rule, ESG rule and decision to rescind 2022 guidance on cryptocurrency in 401(k)s
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
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