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Headlines you need to know this week — January 14, 2020
ESG plays a role in bank lending, study finds A recent study by Fitch Ratings found that a company’s focus on environmental, social, and governance (ESG) issues plays a role in lending among global banks. Fitch polled 182 banking groups in 49 countries. The survey found that nearly half of the lending assets covered by the participating banks had been screened for ESG risks.
The family office of the future The majority of ultra-high-net worth individuals would prefer to work with a multi-family office, compared with a wealth management firm, according to a 2017 study. Creating a single-family office can be expensive and complicated. A recent report looks at the concept of a virtual family office, which takes advantage of outsourcing and advances in technology to deliver customized services.
MSCI introduces bond indexes MSCI, a global index provider, last week announced its first indexes for the fixed-income market. The 15 new corporate bond indexes include: an investment-grade index, two ESG corporate bond indexes, and 12 factor indexes.
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Advisors: An important resource is updated with the latest changes from the SECURE Act. Share the "2020 tax rates,… https://t.co/xjMxpz1YLT
Join Putnam's Senior Investment Director Chris Galipeau on his next webcast. He will present an investment framewor… https://t.co/d5ejCt5PiD
Passage of the SECURE Act meant some tax rule changes including how the kiddie tax is calculated.… https://t.co/vGvhgamtEe
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S&P at 5000? It may be closer than you think. Putnam's Equity Outlook: https://t.co/iP2xWiFURv https://t.co/a2U2swhJ2D
Japan has outperformed most major non-U.S. markets since corporate governance reforms went into effect. Putnam's Eq… https://t.co/dmvrFRu4Jt
Time to discuss New Year's resolutions. Here's a resource for client conversations: Putnam's 2020 tax rates, schedu… https://t.co/bezuozY6hI
That’s a wrap on the Patriots regular season. If you were in the stands for any home game, tag and share your photo… https://t.co/sHQBXJ8lI9
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