December 1, 2015

New Guidance on SRIs: What Plan Committees Need to Know

Los Angeles partner Fred Reish published an article in PLANSPONSOR, written with the assistance of Los Angeles partner Bruce Ashton and Chicago associate Joshua Waldbeser. The article, titled, “New Guidance on SRIs, What Plan Committees Need to Know,” offers insight to managing economically targeted investments (ETIs).

The authors suggest that committees need to know the following when selecting investments that reflect environmental, social and governance (ESG) factors:

  • Compare options in the same asset class against the market and consider each alternative using common measures.
  • Understand whether ESG features will affect the expected return.
  • Document the assessment that is made and monitor the decision frequently.

Read: “New Guidance on SRIs, What Plan Committees Need to Know.”

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