ESG Investing

ESG Investing Back in the Arena, Political Hot Potato Gets Tossed Again

ESG Investing, Meanderings, Uncategorized / By Steven Smith / December 28, 2022

The political football has been tossed back into the hands of workplace retirement investors who want to take their values into account in managing their portfolios. At the end of 2020, the US Department of Labor, responsible under ERISA for regulating 401Ks, changed the rules for sustainable investing, moving the goal posts for fiduciaries by …

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DOL Proposed Rule Change Brings Awareness to Sustainable Investing

ESG Investing, Financial Lifestyle, Investment Management, Mountain Lifestyle, Peak Thoughts, Wealth Management / By Steven Smith / October 16, 2020

The current US Department of Labor (DOL) has a bone to pick with sustainable investing; what is now colloquially called Environmental, Social & Governance or ESG investing. On June 23, 2020 the DOL issued a proposed rule that would limit the use of investments that consider ESG factors in retirement plans subject to ERISA, such …

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