Is ESG investing in violation of or consistent with fiduciary duties? State-imposed political demands prove problematic for pension plan fiduciaries explains Professor Olivia S. Mitchell of the Wharton School via Pandionline.com (Registration required)…Read More
Retirement plan sponsors can identify ESG investments to align with client goals and achieve long-term financial performance goals using improved data and analytics, along with value and impact objectives, explains Linda-Eling Lee of MSCI via RetireSecure blog.…Read More
Though ESG considerations in pension fund investment practices vary, more transparency & better information will drive future investment choices & help investors engage more, advise Stéphanie Lachance of Fiera Comox in Canada & Judith Stroehle of Oxford’s Saïd Business School via RetireSecure Blog. …Read More
Should pensions invest in ESG? Without tools to clearly identify “politically motivated” investments, many struggle to find balance between social responsibility and fiduciary duty, notes Wharton’s Olivia S. Mitchell via Fundfire. …Read More
ESG investment in retirement plans could grow in the US, but only if key challenges are overcome: a coherent ESG definition, better data, and lower expense ratios, Wharton Prof. Olivia S. Mitchell explains, via WSJ.…Read More
Sustainable investing has grown in popularity, yet in the US, the adoption of ESG criteria in retirement plans faces challenges. This year’s Pension Research Council Symposium examined the issues; see Wharton Magazine.…Read More
Retirement plans that integrate financial asset management, deferred annuities, and reverse mortgages can provide more spendable funds over a retiree’s lifespan, according to Jack Guttentag on the RetireSecure blog.…Read More
If pension funds are to incorporate ESG principles in their investment decisions, they must consider several risks and challenges. Wharton Prof. Olivia S. Mitchell and Shankar Parameshwaran provide takeaways from the PRC 2021 Symposium.…Read More
Environmental, social, and governance (ESG) considerations in institutional investing have evolved over the past decades. Wharton Prof. Olivia S. Mitchell and Shankar Parameshwaran look at the ESG topics raised at the recent PRC Symposium.…Read More
Battles rage over sustainable investing definitions and profitability. The 2021 Wharton Pension Research Council Symposium, “Sustainable Investments in Retirement Plans: Challenges and Opportunities,” debated many of these points, via Knowledge@Wharton.…Read More
