Broker Check

March 22, 2019

| March 22, 2019

Mitchell was featured in two articles about ESG investing.  The cover article "ESG options scarce in 401(k) plans" discusses why ESG funds are rare in 401(k) Plans and some things employers and advisors can do to change that.  The second "Lipper plans ESG scoring system for mutual funds" discusses the increased appeal of sustainable investing and the plusses and minuses of ESG scoring systems.  It is important to remember that the ESG ratings are based on one company's decision on what is important to them in sustainability. I find each client has different values and it is important to take the ratings with a grain of salt.