“Our review of the academic literature found that ESG was either unrelated or had a negative relationship to investment performance…The only studies that I know of that report positively about ESG are white papers by asset management firms.”
Posts From Christopher Carosa, CTFA
Spinning regulatory wheels (except for fiduciary) and defining financial literacy down.
The biggest issue when it comes to access is cost. It’s not just the plan sponsor’s sensitivity to higher costs. It’s the service provider’s ability to keep those costs low.
Regulatory nits, a new Fiduciary Rule, and old-time investment headlines.
In the end, this all comes down to one final concern, and it’s one that is typically not even considered.
A mix of compliance, fiduciary common sense, and investment waves.
This is an all too common problem,… It’s important right now for 401k plan sponsors to urge their service providers to educate employees about it.
The future is here, a snake in the grass, and what is this thing called “risk”?
Here’s something you don’t always see, but maybe you should.
FiduciaryNews.com Trending Topics for ERISA Plan Sponsors: Week Ending 12/11/20
Compliance rules, laying in fiduciary wait, and golden investing oldies.