Webinar: 2022 Q3 ESG DFA & GSA

Greenspring and Dimensional Fund Advisors help plan sponsors define the seemingly nebulous investing term “ESG” along with why these fund types should be prudently evaluated before considering them for a workplace retirement plan.  If your organization has considered (or thought about considering) Environmental, Social, or Governance (ESG) factors when determining your plan’s fund menu, this webinar will provide interesting insights and prospective worth consideration. Topics and typical questions that were addressed:

  • Defining ESG
  • History of ESG Investing
  • Current Legislative Landscape
  • What is Greenwashing?
  • ESG Fund Evaluation
  • Fiduciary Considerations when selecting ESG funds

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

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