401(k) Fridays Podcast

This episode is a perfect example of one where I get to use the podcast as my own research lab and learn right along side of you.  Environmental, Social & Governance investments, or ESG or is it ES&G strategies, is a new topic here on the podcast and one that i have been looking forward to exploring.  Their popularity seems to have ebbed and flowed in the 401(k) investment world, but as a strategy it is defiantly  here to stay.  My guest, Sean Kenney, A CFA and Managing Director for MFS Investment Management is, as you will hear, incredibly knowledgable and passionate about all things ESG. We hit on a few familiar themes such as whether the decision to add an ESG strategy or strategies to your workplace retirement plan should be done by evaluating different products or through a broader process. We also discuss who in your population ESG might appeal to, the fiduciary and regulatory implications for offering ESG investments in your plan and close with some solid takeaways and next steps for employers.