Putting Values into Action: A Practical Guide for Institutional Investors

Lauren Mathias and Brad Penter discuss how investors can incorporate racial equity into their investment programs.

The Technology Revolution Catches Up to Commercial Real Estate

Bernie Bazile explains “proptech” and what institutional investors need to know about it.

The ‘Hows’ of Hiring Diverse Managers for Nonprofits

When structuring a “prudent” portfolio nonprofit trustees can and should consider serving their mission by evaluating the benefits of hiring diverse managers.

SEC Division of Examinations Issues ESG Risk Alert

The Division issued the Risk Alert to 1) communicate its observations from past examinations and 2) address the Division’s areas of focus during upcoming examinations.

The Gray Areas in Green Bonds

A common challenge for those investing in green bonds is that there is no uniform set of requirements or standards. This makes analysis and monitoring critical.

DOL Announces It Won’t Enforce ESG, Proxy-Voting Rules

Both of the rules were published in the final months of the Trump administration.

What You Need to Know About the Net Zero Asset Managers Initiative

Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.

What You Need to Know About Green Building Certifications

Green building certifications vary significantly based on their objective, administrator, and prominence in the industry.

DOL Issues Final Rule on Selecting Plan Investments

In the final rule, the DOL modified the ESG rule, most notably removing references to ESG.

Survey: ESG Incorporation Nearly Doubles in 5 Years; Those Considering It Jumps

A third of respondents not yet incorporating ESG were considering doing so, the highest in the survey’s history and nearly triple the level in 2019.