December 06, 2018

Money Management Institute Sustainable Investing Community

A suite of educational resources for engaging clients on sustainable investing

Navigating the DOL's new ESG guidance

If the Obama Administration’s 2015 and 2016 guidance related to investments that are influenced by environmental, social and governance (ESG) factors was intended to open the ESG floodgates for 401(k) and pension assets…. then the current Administration’s guidance, released this week by the U.S. Department of Labor (DOL), ostensibly is intended to stem the growing ESG tide.

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More from Money Management Institute Sustainable Investing Community

Join Jon Hale, Sarah Kjellberg and Mary Green on Thursday, May 21st

There's still time to register for the MMI/Morningstar Virtual Sustainable Investing event on Thursday, May 21st at 12:00 PM ET.

May 20, 2020

REGISTER NOW - MMI/Morningstar Sustainable Investing Virtual Event

Join us on May 21st for our webcast featuring three 10-minute segments and Q&A on the present and future impact of COVID-19 on Sustainable Investing.

May 15, 2020

Reminder - MMI NetMeeting Tomorrow - Adapting Manager Due Diligence in the Age of Sustainable Investing

A friendly reminder that the MMI NetMeeting - Adapting Manager Due Diligence in the Age of Sustainable Investing: The Here and Now will stream live tomorrow, April 29 at 12:00PM EDT.

Apr 28, 2020

Register Now! NetMeeting 4/29 - Adapting Manager Due Diligence in the Age of Sustainable Investing

MMI NetMeeting – Wednesday, April 29 at 12:00 PM ET Adapting Manager Due Diligence in the Age of Sustainable Investing: The Here and Now

Apr 24, 2020

The Investment Integration Project

Five Investment Strategies to Mitigate Systematic Risks Before the Next Pandemic

Most investors continue to think that systemic risks are beyond their control. We at the The Investment Integration Project believe they’re wrong, and they can actively do this to prevent things like another pandemic.

Apr 09, 2020

The Investment Integration Project

Burckart, Lydenberg and Ziegler Book Title Survey

Burckart, Lydenberg and Ziegler of TIIP support the development of 21st century finance by publishing a book that presents the concept of systems-level investing. Complete this survey by March 12th to help them find a good title for this book!

Mar 10, 2020

iShares by BlackRock

It’s Time to Think Sustainably

72% of the U.S. population is interested in sustainable investing, yet many investors still find the space confusing. Explore our new digital experience to understand the opportunity, engage your clients and build sustainable portfolios.

Feb 24, 2020

Registration is open for the January 9th Sustainable Investment Summit in Boston

Join us for a unique one-day event to unpack the opportunities and challenges of Aligning Mission with Investment Policy.

Dec 12, 2019

William Blair

ESG Engagement for Fixed-Income Investors

Fixed-income investors have increasingly incorporated ESG analysis into their investment processes, and many of us are now trying to determine our role in regard to engagement with public corporate bond issuers.

Dec 05, 2019

Register now for the December 5th InvestmentNews ESG & Impact Forum

Money Management Institute (MMI) is a proud partner of the InvestmentNews ESG & Impact Forum in New York City on December 5. Don't miss out on this unique opportunity to hear from thought leaders, investment strategists, and practitioners.

Nov 27, 2019

Miller/Howard Investments

Leveling the Playing Field for Energy Innovation

Bipartisan sponsors call to expand the definition of MLPs in the proposed Financing Our Energy Future Act.

Nov 22, 2019

FlexShares

Ignore ESG at Your Own Risk

Providing clients with a way to integrate ESG investments in their portfolio or even to create an entire portfolio geared toward responsible investments could be the key to attracting and retaining a new generation of investors.

Nov 14, 2019

Registration is open for the November 4th MMI/Morningstar FA Forum

The Money Management Institute (MMI) and Morningstar invite you to a unique, one-day forum for Financial Advisors who want to move beyond theory to practice and implement sustainable investing for their clients.

Oct 24, 2019

Registration is open for the MMI/Sorenson Impact Investing Advisor Forum

MMI has teamed up with one of the leading impact investing centers in the world, the Sorenson Impact Center to help financial advisors understand this burgeoning space and prepare them to have informed discussions with clients and prospects.

Oct 21, 2019

Registration is open for the November 4th MMI/Morningstar FA Forum

The Money Management Institute (MMI) and Morningstar invite you to a unique, one-day forum for Financial Advisors who want to move beyond theory to practice and implement sustainable investing for their clients.

Oct 15, 2019

Tortoise

The Teal Energy Deal: The Fastest and Least Expensive Way to Reduce Global Carbon Emissions with Growing Global Demand

Not all fossil fuels are created equal. Our recommendations on how to quickly and economically transition to cleaner energy while also addressing energy poverty experienced by~one billion people globally who lack access to affordable, clean energy.

Oct 07, 2019

2019 MMI/Barron’s Industry Awards - FINALISTS

MMI is pleased to announce the finalists for the 2019 MMI/Barron's Industry Awards for Sustainable Investing. These firms are recognized for honoring programs that support awareness and adoption of sustainable and ESG investing.

Oct 01, 2019

Responsible Investment in Hedge Funds

To get a sense of where the hedge fund industry is currently positioned in terms of ESG, Cerulli partnered with the UN-supported Principles for Responsible Investment to launch two unique surveys for hedge fund managers and asset owners globally.

Sep 27, 2019

2019 ESG Survey

We surveyed 300 firms from the active management industry across equity, fixed income and private markets to understand how asset managers are integrating ESG considerations in their investment process. Read about the results here.

Sep 26, 2019

China's ESG Transformation

China is the world’s worst polluter, so why feature it in a series about the critical but underappreciated value of environmental, social and governance (ESG) considerations in emerging markets? It’s also the world’s largest investor in clean energy.

Sep 17, 2019

Standards Board Meeting Open to the Public September 19-20

The SASB Standards Board will hold a public session on September 19th from 12:30pm to 4:15pm ET and September 20th from 10:30am to 1:30pm ET. Throughout these two sessions the Standards Board will consider a work plan for standard-setting activities.

Sep 09, 2019

New Report from SPF and TIIP Aims to Advance Sustainable Investing in Japan

The Sasakawa Peace Foundation (SPF) and The Investment Integration Project (TIIP) released a new report that identifies the challenges and opportunities for sustainable investing in Japan at today's "Impact Investing Forum 2019."

Sep 06, 2019

ESG Perspectives: A Visit to Sustainability’s Ground Zero

After a week in Scandinavia, we have a deeper appreciation for the many clean technology advances and government policies that have developed into proven winners for the environment and the growth of sustainable communities throughout the region.

Sep 04, 2019

Advantages of an Integrated ESG Approach to Investment Management

ESG is an investment approach that measures and captures more than financial growth. One example of an ESG investor is the steward, who promotes sustainable growth for the environment or social causes, in addition to expanding profitable businesses.

Aug 30, 2019

Exploring Sustainability

Environmental responsibility can mean very different things to different businesses, and it’s largely a function of each company’s industry and business model. Across industries, companies are asking themselves: Are we a good corporate citizen?

Aug 28, 2019

Under the Micro(cap) Scope

Sponsored By Diamond Hill

Unlock the overlooked potential of microcap investing. In our latest insight, Under the Micro(cap) Scope, we explore why this expansive and under-researched market segment offers unique opportunities for long-term, active investors. (8 min read)

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