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Lead Stories for Tuesday, March 28, 2023



Profile

A Conversation With James Katz A Conversation With James Katz

ESG: Investors Are Human Too

As more investors begin to embrace and seek to understand, and ultimately invest in, emerging ‘environmental, social and governance’ portfolios (ESG), the industry has mobilized to deliver these opportunities in a way that makes sense to its clients. But that’s where things often get a little hazy, because socially responsible investors, who usually come to invest with good intentions, are not always best positioned to pick which societal issues they should care about. And when investment managers encourage investors to make this choice on their own, they could be doing them a huge disservice.
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New Products

Investably LLC Launches New Business Valuation Service Investably LLC Launches New Business Valuation Service

New service aims to help women entrepreneurs understand their business' worth to improve retirement planning

Investably LLC announces the launch of a new business valuation service to help entrepreneurs understand their business worth to confidently prepare for their retirement income and future goals.
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People

Wayne Park Selected As New CEO By John Hancock Retirement Wayne Park Selected As New CEO By John Hancock Retirement

Park brings decades of experience working alongside intermediaries, plan sponsors, and participants as a champion of retirement readiness

John Hancock Retirement, a company of Manulife Investment Management, announced today that Wayne Park has been appointed the head of its U.S. retirement plan and recordkeeping business with accountability for all aspects of the business including sales, relationship management, product, strategy, marketing, operations, and technology. Mr. Park joins the firm as CEO, U.S. Retirement, and will be based in Boston.
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Kamilah Williams-Kemp To Become New Chief Insurance Officer Of Northwestern Mutual Kamilah Williams-Kemp To Become New Chief Insurance Officer Of Northwestern Mutual

John Grogan to retire after 31 distinguished years of service

Northwestern Mutual Chairman, President and CEO John Schlifske today announced senior leadership changes that position the company for long-term success by providing growth and development opportunities for key talent.
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Kelly Shen Named Chief Data Officer By T. Rowe Price Kelly Shen Named Chief Data Officer By T. Rowe Price

Shen will also be leading the establishment of a centralized data team to serve and facilitate the firm's data needs

T. Rowe Price), a global investment management firm and a leader in retirement services, is pleased to announce Kelly Shen as its new chief data officer.
[more]


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