1 The full name of the law is Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights (issued by the Department of Labor on November 22, 2022, and published in the Federal Register on December 1, 2022)
2 Subject to the plan fiduciary’s satisfaction of their fiduciary duties under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”)
3 Morgan Stanley Institute for Sustainable Investing, “Sustainable Signals: Individual Investors and the COVID-19 Pandemic,” 2021.
4 Morgan Stanley Institute for Sustainable Investing, “Sustainable Signals: Individual Investors and the COVID-19 Pandemic,” 2021.
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