Requirements for public pension plan investments have expanded. Managers must consider compliance challenges before a plan invests and before the first interaction with a plan.
Environmental, social, and governance: three factors that have become the focus of attention in the investment world. But where is the investment industry when it comes to incorporating the ESG factors into client portfolios?
At the IAA Leadership Week virtual conference in October, IT professionals shared their thinking on critical priorities. Here are five areas that they are emphasizing today.
DOL's proposal, “Financial Factors in Selecting Plan Investments,” relates to ESG investing on behalf of employee benefit plans subject to ERISA, and investment funds that hold “plan assets” for purposes of ERISA.
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