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Thoughts About Recent DOL Guidance on ESG Factors and ERISA
Calvert Investments [Guidance Overview] Feb. 12, 2016
"In the updated guidance, the DOL uses a number of key words and phrases that are helpful to focus on as fiduciaries consider applying ESG criteria to investment selections or making economically targeted investments. Three of these key concepts are collateral benefits, tiebreakers, and primary analysis."
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