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Tuesday, November 17, 2020 | History

4 edition of Economically targeted and social investments found in the catalog.

Economically targeted and social investments

M. Wayne Marr

Economically targeted and social investments

investment management and pension fund performance

by M. Wayne Marr

  • 103 Want to read
  • 6 Currently reading

Published by Research Foundation of the Institute of Chartered Financial Analysts in Charlottesville, Va .
Written in English

    Subjects:
  • Pension trusts -- Investments -- United States.,
  • Rate of return -- United States.

  • Edition Notes

    Includes bibliographical references (p. 25-26).

    StatementM. Wayne Marr, John R. Nofsinger, John L. Trimble.
    ContributionsNofsinger, John R., Trimble, John L.
    Classifications
    LC ClassificationsHD7105.45.U6 M33 1995
    The Physical Object
    Paginationviii, 28 p. :
    Number of Pages28
    ID Numbers
    Open LibraryOL19330539M
    ISBN 100943205344
    LC Control Number00552134
    OCLC/WorldCa43790678


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Economically targeted and social investments by M. Wayne Marr Download PDF EPUB FB2

Economically Targeted Investments (ETIs) by U.S. Pension Funds U.S.-based public and private pension funds have been making Economically Targeted Investments (ETIs)—investments that generate societal benefits in addition to the investment.

Economically Targeted Investments (ETIs) and Investment Strategies that Consider Environmental, Social and Governance (ESG) Factors The Employee Benefits Security Administration today released Interpretive Bulletin (IB ) to provide guidance on the investment duties of plan fiduciaries under the Employee Retirement.

direct social benefit to the state from which the investment originated (and may sometimes be detrimental3).

On the other hand, ETI's direct the investment - and the collateral social benefit - to a defined geographic area. Geographically targeted investments in venture capital, smallFile Size: KB.

Definitions. The term "Economically Targeted Investments" (ETIs) applies to a broad category of institutional investments.

The common thread among such investments is that in addition to satisfying prudent investment standards, Economically targeted and social investments book also bestow collateral economic investments on some targeted constituency.

In theory, these non. Tom Woelfel writes for Pacific Community Ventures on Ecomically Targeted Investments.

U.S.-based public and private pension funds have been making Economically Targeted Investments (ETIs)—investments that generate societal benefits in addition to the investment. out of 5 stars Nature's Best Hope: A New Approach to Douglas W. Tallamy. out of 5 stars 8.

New Deal or Raw Deal?: How FDR's Economic Burton W. Folsom Jr. out of 5 stars Utopia for Realists: How We Can Build the Ideal out of 5 stars Audible Audiobook. $ Free with Audible trial. BEYOND ECONOMICALLY TARGETED INVESTMENTS: REDEFINING THE LEGAL FRAMEWORK OF PENSION FUND INVESTMENTS IN LOW-TO-MODERATE INCOME RESIDENTIAL REAL ESTATE Alec Sauchik* The test of a first-rate intelligence is the ability to hold two opposed ideas in the mind at the same time, and still retain the ability to function.'.

On Octothe Department of Labor issued new guidance, Interpretive Bulletinrelating to the fiduciary standard under ERISA in considering economically targeted investments (“ETIs”), or investments chosen to foster specific social goals, such as economic development and/or home ownership in a particular state or area.

Beyond neo-liberalism: the social investment state. 1 Introduction In the United Kingdom and the European Union, social policy is losing its economic rationalist spots at an increasingly rapid pace.

Today a number of writers have been searching for a way to name just what it is that is taking its place. This paper introduces the. Malkiel’s book includes some handy definitions of investment terms, and it applies them to various investment strategies geared toward different stages in life.

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Washington State Investment Board (WSIB) Economically Targeted Investments In-state ETIs are defined in this instance as investments having the primary objective of investment return to pension trust fund assets with the possible collateral effect of assisting the regional economy and the economic well-being of the state of Washington, its.

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The US Department of Labor (DOL) recently published an interpretive bulletin that provides updated guidance on fiduciaries’ duties under the Employee Retirement Income Security Act (ERISA) when making so-called “economically targeted investments” (ETIs).

Economically Targeted Investing 2 Introduction Private investment, by individuals and institutions, is an essential ingredient to support economic growth of industries and communities.

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25,at 1. The $ billion figure, which is the most up-to-date figure available from the Federal. Tag Archives: economically targeted investments Big News Out of the U.S. Department of Labor For Fiduciaries — Opportunity to Utilize ESG Factors in Investment Analysis and Portfolio Management Posted on November 9, by Hank Boerner.

The “new ethic of stewardship,” touted by Secretary of Labor Robert B. Reich in an attempt to justify “economically targeted investments” (ETIs), is a highly questionable effort to promote.

Economically Targeted Investment Program Under Development at a glance Inthe Legislature determined that using Florida pension funds to make financially prudent technology and growth investments had the potential to generate high-growth and high-wage jobs that would economically benefit the state.

The earlier bulletin stated that an economically targeted investment is acceptable if and only if the investment “has an expected rate of return that is commensurate to rates of return of alternative investments with similar risk characteristics that are available to the plan, and if the ETI is otherwise an appropriate investment for the plan.

environmental, social and governance (ESG) investing, impact investing, and economically targeted investing (ETI). The terms do not have a uniform meaning and the terminology is evolving. As used in this interpretive bulletin, however, an economically targeted investment broadly refers to any investment that is selected, in part, for itsFile Size: KB.

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" Economically targeted investments" are investments selected for the economic benefits they create apart from any investment returns they provide for an employee benefit plan. DOL officials gave their views on how Section and Section of the Employee Retirement Income Security Act (ERISA) affect a plan fiduciary's efforts to make economically targeted investments.

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