2019 was certainly a profitable year for investors as traditional and alternative asset classes delivered positive returns. As we enter…
As sustainability factors are increasingly being incorporated into the underlying investment processes at the corporate, manager, and investor levels, it’s not surprising that the Illinois General Assembly has taken up the issue in recently passed legislation. The Illinois Sustainable Investing Act (the “Act”), formally cited as Public Act 101-0473, was signed into law by Governor Pritzker with an effective date of January 1st, 2020. The goal of the Act is to recognize that sustainability factors play an important role in an investment’s overall performance and the creation of long-term value.
In this update, we summarize the Act and offer next steps for impacted clients, including:
As always, your consultant will be able to address any specific questions you may have regarding these changes.
As speculated in Marquette’s recent 4Q 2019 DC Legislative Update, Congress passed sweeping retirement savings reform by tacking…
In June of 2019, we published our first paper on the SECURE Act, “Securing Retirement through the…
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