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Aligning Your Company’s Retirement Plans and Sustainability Commitments



Wednesday, September 5, 2018
3:00 PM - 4:00 PM Eastern Standard Time

$0 | $50
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In October 2017, Bloomberg became the first U.S.-based corporate retirement plan sponsor to become a Principles for Responsible Investment (PRI) signatory. A key driver for signing the PRI was the alignment of the principles with Bloomberg's commitment to integrating environmental, social and governance (ESG) considerations into the company’s global retirement plans. As a longstanding advisor to Bloomberg’s retirement plan and a leader in responsible investment, Mercer Investment Consulting helped Bloomberg evaluate its approach to sustainable investing, address fiduciary responsibility challenges, and develop strategies to enhance its retirement offerings to the benefit of its plan participants.

Join this webinar to hear about Bloomberg’s process to include an ESG-themed fund in their corporate retirement plan lineup while Mercer discusses their experience working with Bloomberg and other clients on sustainable retirement plans, including the recently-announced Aligning Retirement Assets initiative of the World Business Council for Sustainable Development (WBCSD).

Learning Objectives

- Learn how prudently integrating sustainable retirement options into your plan lineup can align with your company’s sustainability commitments.

- Gain insight into the fiduciary responsibility considerations that must be taken into account in developing a sustainable retirement plan, and how those considerations may be overcome.

- Hear how a leading global corporation, with the help of their investment consultancy, shifted its retirement plan to take material sustainability issues more clearly into account.
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Lee Ballin
Head of Sustainable Business Programs, Bloomberg L.P.

Alex Bernhardt
U.S. Responsible Investment Leader, Mercer Investment Consulting