ESG Stewardship for Defined Contribution Plan Fiduciaries

May 11, 2017 | Linsey Schoemehl Payne, Vice President

Defined contribution plans have increasingly adopted features that encourage participation and retirement readiness — from automatic enrollment to target date funds. Consideration of environmental, social and governance issues within defined contribution plans has also gained momentum as a way for plan sponsors to engage participants and mitigate risks for the investor. Plan sponsors are now challenged with determining whether to incorporate ESG considerations into the stewardship of defined contribution plans — and how to best go about doing so.

Please join us for the third webinar in our defined contribution guidance series, a discussion on ESG stewardship. This session will cover key topics from our recently published paper, Bracing for Impact: How to Prepare for the Next Generation of Defined Contribution Plans.

Attendees will be briefed on:

  • ESG issues and relevance
  • Clarification of fiduciary duties
  • Materiality of ESG factors
  • Demographic shifts — the rise of millennials
  • Getting started with ESG
  • Top 5 reasons to add ESG to DC plans

 


Live Webinar – Wednesday, May 24, 2017 – 1:00-1:45 PM CT

Presenters: Linsey Schoemehl Payne, Vice President; Courtney Hugger, Client Analyst

Who should attend: Defined contribution plan sponsors, investment managers

Please contact us for access to this video.

Linsey Schoemehl Payne
Vice President

Get to Know Linsey

Related Content

07.06.2020

Financial Factors in Selecting Plan Investments Proposed Rule

On June 23rd, 2020, the U.S. Department of Labor released a proposal to amend certain fiduciary regulation around the consideration of…

06.29.2020

Sustainable Investing in a Post-COVID World

Defined as an unpredictable occurrence that is beyond the scope of normal expectations, a black swan event is rare and…

06.01.2020

Don’t Mind the Gap

On the surface it looks disjointed. We are in the midst of what is likely the worst recession since the…

05.22.2020

Brighter Lights at the End of a Shorter Tunnel

Biotech company Moderna’s announcement earlier this week that its coronavirus vaccine successfully helped healthy adults produce antibodies against COVID-19 sent…

05.11.2020

Is It Game Over for Value Stocks?

Over the last ten years, growth stocks have outperformed value stocks by an average 5.3% per year, and the differential…

04.24.2020

The Slow Road to Recovery: Phase Four Relief Stimulus in Context

The $484 billion latest coronavirus relief stimulus package passed through the Senate on Tuesday (April 21st), passed through the House…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >