Service: Mission-Aligned Investing

Greenwashing in ESG: Don’t Judge a Book by its Cover

With rising interest in Environmental, Social, Governance (ESG) investing the asset management community has been quick to respond. New strategies have been launched, existing strategies have been updated and marketing materials …

    SRI and ESG
Focus on Diversity, Equity & Inclusion: To Be Continued…

In December 2020, Fiducient Advisors, hosted a roundtable webcast titled “Diversity, Equity & Inclusion in Investment Management.” During this informative and intriguing discussion, the panel considered the fact that the investment management industry is...

    SRI and ESG
DOL Final Rule on Use of Financial Factors in Selecting Plan Investments

The Department of Labor (DOL) has issued its Final Rule regarding the use of financial factors in selecting investments in plans subject to ERISA. The Final Rule clarifies certain provisions …

    Fiduciary and Governance | SRI and ESG
Diversity, Equity & Inclusion in Investment Management

Topics for discussion will include: Critical themes when allocating capital in mission related investments Addressing diversity in the investment management ecosystem The present and future of capital raising in the …

    Market Commentary
Private Markets – Impact Investing

• Impact investing is a rapidly growing field that has the potential to increase mainstream adoption across institutions and deepen the influence of long-term and strategic investments. • According to …

    Private Markets | SRI and ESG
ESG Data Perspectives – Shared Purpose May Not Lead to Shared Interpretations

• As demand for ESG (Environmental, Social and Governance) products grows, the influence of ESG ratings and data providers continues to increase. • Individual agencies’ ESG ratings often vary dramatically …

    SRI and ESG
ESG Investing: Pandemic Edition

It’s no secret that COVID-19 altered the world as we know it, including the investment universe. In fact, over the last several months, the pandemic has shaped the way we work, the way we interact with each other, the way we spend money and the way we invest.

    SRI and ESG
Mission-Aligned Investing 104: Measure

In our fourth installment, Mission-Aligned Investing: Measure, we answer: ‘How do you measure a mission-aligned portfolio?’ Your organization set the objective, picked the strategy and selected the manager. Now it …

    SRI and ESG
ESG in Defined Contribution Plans

Environmental, Social and Governance (ESG) investing is garnering attention in Defined Contribution (DC) Plans due to participant demand. As a result, Plan Sponsors are evaluating the ESG landscape and available …

    Defined Contribution | Investment Manager Research | SRI and ESG
Mission-Aligned Investing 103: Implement

    Investment Manager Research | SRI and ESG