State Street Global Advisors’ Melissa Kahn, Head of Retirement Policy and Michael Andeberhan, Senior Investment Strategist discuss some of the more recent regulatory developments specific to Defined Contribution Plans and ESG Investments.
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The returns on a portfolio of securities which exclude companies that do not meet the portfolio's specified ESG criteria may trail the returns on a portfolio of securities which include such companies. A portfolio's ESG criteria may result in the portfolio investing in industry sectors or securities which underperform the market as a whole.
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