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The Regulatory Overlay on ESG Investing

European Union, United Kingdom, USA - September 9 2020 This White Paper highlights the legal and regulatory considerations in the United States, the United Kingdom, the European…

HELEN FOK, Joel Seow, William Yonge.

SECURE Retirement Legislation Becomes Law: Overview of Provisions Affecting Retirement Plans

USA - December 23 2019 The SECURE Act—the most impactful retirement plan legislation since the Pension Protection Act of 2006—was included in the bipartisan spending bill…

Lisa H. Barton, Brian J. Dougherty, Matthew H. Hawes, William J. Marx, R. Randall Tracht, Gaeun Yoo.

The Regulatory Landscape Governing ESG Investment

European Union, USA - September 15 2020 On September 18, 2017, the UK government launched a Green Finance Taskforce to speed up the growth Of green finance (including private-sector…

HELEN FOK, Joel Seow, William Yonge.

An ‘Ex-CIT’ (Exit) from Mutual Funds? Retirement Plans Head to Collective Investment Trusts

USA - August 4 2021 We have recently seen a rise in the number of retirement plans exiting mutual funds in favor of collective investment trusts (CITs). Often the…

William J. Marx.

Six Considerations for Plan Fiduciaries During the COVID-19 Pandemic

USA - May 21 2020 ERISA fiduciaries may want to identify steps they should be taking and decisions they should be considering to adjust their process in the face of…

Elizabeth S. Goldberg.