Target-date funds and responsible investing: Discernment required
With the demand for responsible investing solutions increasing exponentially over the past few years, investment managers are launching new funds, redefining their funds’ objectives and strategies or rebranding existing strategies. But building or shaping portfolios with an RI focus isn’t as straightforward as it may seem and it also has multiple implications. With so many products making RI claims and no standard naming conventions, it can be a challenge to really understand each RI approach. And it’s even more challenging with target-date funds, as these are built with multiple asset classes and underlying strategies. Since building or shaping RI portfolios is a journey, it’s important for DC plan sponsors to understand the evolving RI approaches and determine which ones are best aligned with their fiduciary responsibilities and investment beliefs. In this session, Jennifer Rush and Satwik Misra will walk through the spectrum of responsible investing approaches and shares tips on how to discern between the different RI propositions that can be used within a TDF.
Satwik Misra, director, institutional business development and client relationships, Sun Life Global Investments
Jenifer Rush, head of responsible investing and manager research, Sun Life Global Investments