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nextAdvisor: Your toolkit for bringing ESG investing to retirement plan committees

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Bringing ESG investing to retirement plan committees

Talking to plan sponsors about the integration of ESG considerations into their plan menu has become a vital area for advisors. Read our latest edition of next ADVISOR to learn strategies from leading retirement plan advisors on incorporating ESG into retirement plan menus.

Plan sponsor resources

Please check with your firm social media policy prior to posting on any social network.
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[Copy & paste text] Did you know…investors recently surveyed about #responsibleinvesting have a positive impression about employers who have RI options on their retirement plan menu?
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[Copy & paste text] Did you know…68% of investors feel #responsibleinvesting is a strategy that can help mitigate market risk?
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[Copy & paste text] As an employer, are you looking for a way to retain younger workers? Consider adding ESG-embedded investment options to your retirement plan.

Steps for how to share on your social media

*Please note, certain content is intended for Financial Professional or Institutional Investor use only and Nuveen site registration may be required to view.

Risks and other important considerations

All investments carry a certain degree of risk, including the loss of principal. Investment objectives may not be met.

Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.

This material is provided for informational and educational purposes only.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.

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