Financial Factors Regulations Pave the Way for ESG Investing in ERISA Plans November

Regulatory Issuesretirement plans
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“The DoL’s Financial Factors Regulations (“FFR”) released on October 30, 2020, mandates that ESG investments (and all investments) in participant directed plans must prioritize risk/return factors above non-pecuniary factors such as environmental, social, governance and market health. ESG funds that seek to participate in retirement plans must use investment policies that give precedence to financial considerations to avoid placing tedious burdens on current practices of plan fiduciaries.” Click here for further details on Final Rule.

Source: Dalbar, Inc.
2-minute read.

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