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Displaying 2 results for: investment
ERISA 06.17.2020

Update on EBSA Probing ESG Holdings

The New York Regional Office of the Employee Benefit Security Administration is requesting a laundry list of information from plans with ESG funds regarding the review and selection process for said options. The office is…
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Update on EBSA Probing ESG Holdings
ERISA 06.15.2020

Asset-Weighted Expense Ratio Drops Again

Released on June 8th, an annual study examining trends in open-end mutual funds and exchange-trade funds found that the asset-weighted average expense ratio plummeted to 0.45% in 2019, slicing funds and ETFs nearly in half…
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Asset-Weighted Expense Ratio Drops Again