Heartland publishes a bi-monthly e-journal, the Thursday Espresso, featuring news updates, opinion pieces, and success stories related to responsible investing.

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When considering ESG investing, retirement plan sponsors are still concerned about performance and transparency, and some are confused by the latest DOL guidance.

The U.S. Sustainable Investment Forum (U.S. SIF) recently published the “Report on U.S. Sustainable, Respon...

August 23, 2017

In October of 2015, the Department of Labor released new guidance on the Employee Retirement Income Security Act (ERISA). This reaffirmed that pension funds — holders of $20+ trillion in capital — could pursue economically-targeted investments (ETIs). These kinds of in...

 

Fiduciary duty is embedded in common law and that provides a framework for how trustees govern pension assets. In the forthcoming Responsible Investor Handbook, distributed by Greenleaf Publishing, we report that, outside the U.S., modernized laws drive the considerat...

 

U.S. Department of Labor ‘Guidance’ and Materiality

In October 2015, the U.S. Department of Labor (DOL) issued a hugely important ‘guidance’ concerning ESG and fiduciary duty, with the slightly confusing title,  “Interpretive Bulletin Relating to the Fiduciary Standard...

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