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Selecting Socially Responsible Retirement Plan Investments
Fulcrum Partners LLC Link to more items from this source
July 9, 2018

"Although prior guidance allowed an ESG factor to be an integral part of the economic analysis when considering an investment option and to serve as a tie-breaker, the FAB now walks this back and provides that using an ESG factor would only be appropriate if the ESG factor could be treated as an economic consideration by itself, meaning that a qualified investment professional would treat the factor as an economic consideration under generally accepted investment theories."

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