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Brown-Bag Lunch: DOL changes in ERISA Guidance & Unlocking ESG Integration

Brown-Bag Lunch: DOL changes in ERISA Guidance & Unlocking ESG Integration

December 14, 2015 @ 12:00 PM

Brown-Bag Lunch Briefing of the DOL changes in ERISA Guidance and Unlocking ESG Integration


Have you heard? “ESG no longer has cooties!” 

This is according to the U.S. Secretary of Labor Thomas E. Perez who in October ushered in a new era for ESG investing by reversing a 2008 letter that raised questions about  ESG for ERISA governed pension plans.  BASIC is pleased to offer its members a lunch discussion with Lisa Woll, the CEO of US SIF, an organization that played an instrumental role in achieving this amazing progress for our industry.  Lisa will brief attendees on what changes have occurred and what these changes mean for investors and how BASIC members can help advance awareness of this change. 

BASIC members will also receive an update on US SIF’s new ESG Integration Report as well as a brief update on US SIF’s strategic planning and plans for 2016.    


  • Be sure to bring your own lunch! 
  • Capacity is limited so RSVP on Eventbrite to reserve your spot. 
  • Preference will be given to Investment Professionals first, so please register with your company-issued email address.