PLANSPONSOR - December 2022-February 2023 - 28

CONFERENCE COVERAGE
Nearly 200 institutional investors and advisers tuned in for
PLANSPONSOR's " Exploring ESG Investing " virtual conference,
November 10, 2022, to learn how to define and recognize
environmental, social and governance investments for their
organization, as well as what to consider when making choices
about their use. Additionally, attendees heard discussion
about the role politics is currently playing in decisions to
do with the strategy.
The ESG investing discipline has had several names over the
years, and varied definitions, sometimes resulting in confusion
and occasionally misunderstandings. It has prompted a range
of guidance, formal to informal, from regulators. During the
presentations and panel talks, institutional investors, service
providers and other experts provided clarity on all of the above
and offered food for thought in answer to attendees' questions.
What follows are summaries of the conference panel discussions.
Not covered here are the special presentations, which examined
how unintended risks make their way into ESG portfolios and
also delved into some of the varied opinions that retirement
plan sponsors and participants hold about ESG investing.
28 PLANSPONSOR.COM December 2022 - February 2023
28 PLANSPONSOR.COM December 2022 - February 2023
What Is ESG?
Think you have an understanding of
environmental, social and governance
investing? " Throw it out. " That was the
guidance of Bonnie Treichel, founder and
chief solutions officer of Endeavor Retirement-and
it could be attendees' most
valuable takeaway, she said.
Many plan sponsors and retirement
investors have an outdated view of the
investing approach, Treichel said in her
session, " What Is ESG? " " It's not what
it used to be: If you're starting from the
foundation of 'it's just about excluding
things,' it's something more now. "
Asset allocators, retirement plan
sponsors and plan advisers need to
know this, as well as the varied styles
of ESG investment available to them,
not to mention how to recognize funds,
strategies and firms that are engaged in
meeting sustainability criteria, she and
the session's other expert said.
To aid understanding, they suggested

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PLANSPONSOR - December 2022-February 2023

Table of Contents for the Digital Edition of PLANSPONSOR - December 2022-February 2023

INSIGHTS
RULES & REGULATIONS
PARTICIPANT ANALYSIS
UPFRONT
Risk Protection
Benchmarking Beyond Fees
Exploring ESG Investing
In Case of Emergency
Employee-Owned
FIDUCIARY FORUM
INSIDE ANGLE
PLAN PROFILE
PLANSPONSOR - December 2022-February 2023 - Cover1
PLANSPONSOR - December 2022-February 2023 - Cover2
PLANSPONSOR - December 2022-February 2023 - 1
PLANSPONSOR - December 2022-February 2023 - INSIGHTS
PLANSPONSOR - December 2022-February 2023 - 3
PLANSPONSOR - December 2022-February 2023 - RULES & REGULATIONS
PLANSPONSOR - December 2022-February 2023 - 5
PLANSPONSOR - December 2022-February 2023 - 6
PLANSPONSOR - December 2022-February 2023 - PARTICIPANT ANALYSIS
PLANSPONSOR - December 2022-February 2023 - UPFRONT
PLANSPONSOR - December 2022-February 2023 - 9
PLANSPONSOR - December 2022-February 2023 - 10
PLANSPONSOR - December 2022-February 2023 - 11
PLANSPONSOR - December 2022-February 2023 - 12
PLANSPONSOR - December 2022-February 2023 - 13
PLANSPONSOR - December 2022-February 2023 - Risk Protection
PLANSPONSOR - December 2022-February 2023 - 15
PLANSPONSOR - December 2022-February 2023 - 16
PLANSPONSOR - December 2022-February 2023 - 17
PLANSPONSOR - December 2022-February 2023 - Benchmarking Beyond Fees
PLANSPONSOR - December 2022-February 2023 - 19
PLANSPONSOR - December 2022-February 2023 - 20
PLANSPONSOR - December 2022-February 2023 - 21
PLANSPONSOR - December 2022-February 2023 - 22
PLANSPONSOR - December 2022-February 2023 - 23
PLANSPONSOR - December 2022-February 2023 - 24
PLANSPONSOR - December 2022-February 2023 - 25
PLANSPONSOR - December 2022-February 2023 - 26
PLANSPONSOR - December 2022-February 2023 - 27
PLANSPONSOR - December 2022-February 2023 - Exploring ESG Investing
PLANSPONSOR - December 2022-February 2023 - 29
PLANSPONSOR - December 2022-February 2023 - 30
PLANSPONSOR - December 2022-February 2023 - 31
PLANSPONSOR - December 2022-February 2023 - 32
PLANSPONSOR - December 2022-February 2023 - 33
PLANSPONSOR - December 2022-February 2023 - In Case of Emergency
PLANSPONSOR - December 2022-February 2023 - 35
PLANSPONSOR - December 2022-February 2023 - Employee-Owned
PLANSPONSOR - December 2022-February 2023 - 37
PLANSPONSOR - December 2022-February 2023 - FIDUCIARY FORUM
PLANSPONSOR - December 2022-February 2023 - INSIDE ANGLE
PLANSPONSOR - December 2022-February 2023 - PLAN PROFILE
PLANSPONSOR - December 2022-February 2023 - Cover3
PLANSPONSOR - December 2022-February 2023 - Cover4
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