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Incorporating ESG in DC Plans: A Resource for Plan Sponsors (PDF)
Defined Contribution Institutional Investment Association [DCIIA]Link to more items from this source
June 30, 2021

11 pages. "Key recommendations include: [1] Define 'sustainability' and clarify investment beliefs around ESG considerations in relevant plan documents ... [2] Examine key considerations and differences among three implementation options for DC plans to understand which path is most appropriate for the plan: material ESG factor integration across all investments, selective sustainable investing funds in the plan lineup, or self-directed brokerage windows. [3] Measure and monitor sustainable investments in a manner consistent with the assessment of other investment options."

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