Home Wealth Management The Door Is Open… Wider: ESG Investing for Retirement Plans

The Door Is Open… Wider: ESG Investing for Retirement Plans

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The Door Is Open… Wider: ESG Investing for Retirement Plans

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The choice is in: The Division of Labor’s (DOL) new “Prudence and Loyalty in Choosing Plan Investments and Exercising Shareholder Rights” closing rule affirms that retirement plan fiduciaries can prudently take into account environmental, social, and governance (ESG) elements when serving the perfect pursuits of members. Be a part of this webinar for an evidence of the important thing adjustments in addition to a abstract of how the states and the business are reacting to the regulation. 

Particularly, you’ll study:

  • What it means to remove the “pecuniary” distinction so ESG and local weather change elements which can be related to an funding’s threat or return could be thought of.
  • How Certified Default Funding Alternate options and exercising shareholder rights, corresponding to proxy voting are impacted.
  • How collateral advantages apart from funding returns can now be used when a “tie-breaker” between investments is required.
  • How one can leverage instruments to uphold fiduciary duty whereas incorporating ESG into your funding choice course of.

Permitted for Fi360 CE Credit score. CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Dropped at you by

 

 

Sponsored by

 

 

John Faustino

Head of Fiduciary Coaching & Expertise

Broadridge

 

Blaine Aiken, AIFA®, CFA®, CFP®

Founder & Principal

Fiduciary Insights

 

Dave Palascak, AIF®, CFA®

Sr. Director, Product Administration

Broadridge

 

Diana Britton – Host

Managing Editor

WealthManagement.com

 

 

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