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Investors are increasingly pursuing climate changeโrelated agendas for both better investment outcomes and alignment with their stakeholdersโ beliefs. This paper provides a high-level overview of the net-zero investing topic and considers practical implementation options for investors.
This paper discusses the qualified professional asset manager (QPAM) exemption, an established, ERISA-approved exemption related to private investing programs. The US Department of Labor (DOL) published its Final Amendment of the exemption on April 3, 2024 which will be effective as of June 17, 2024. Plans wishing to undertake a QPAM transaction should consult with […]