Resource Library

Slide presentation deck featuring speakers from BlackRock, MSCI, RVK, and Callan, covering the investment case for ESG, implementation paths for DC plan sponsors, fiduciary considerations under DOL guidance, and a real-world case study of CalSavers' ESG fund structure. Companion to DCIIA's white paper of the same name.

Produced by DCIIA's member-led ESG Subcommittee, this white paper provides plan sponsors with a practical guide to sustainable investing in DC plans, addressing common terminology, fiduciary considerations, and two primary implementation pathways: adding ESG-themed fund options and integrating ESG factors into manager evaluation. The paper draws on both academic and industry research to make the case for ESG integration as consistent with participants' long-term interests.

As the first in a series of best practices guides on sustainable investing within defined contribution (DC) plans, this paper seeks to provide plan sponsors with a base level of knowledge about sustainable investing and integration by focusing on areas that have historically been misperceived.