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American Airlines Mismanaged Employees’ Retirement Funds by Investing in ESG, Court Rules
The Epoch Times ^ | January 13, 2025 | Naveen Athrappully

Posted on 01/13/2025 12:49:12 PM PST by E. Pluribus Unum

ESG investments tend to underperform traditional funds by approximately 10 percent, the judge observed.

A district court has ruled that American Airlines failed to prioritize the financial interests of its employees’ retirement funds by enabling fund managers to pursue environmental, social, and governance (ESG) investments.

The judgment came as part of a 2023 lawsuit filed against American Airlines and the company’s Employee Benefits Committee. The class action alleges that the defendants violated their duty of loyalty under the Employee Retirement Income Security Act, which states that fiduciaries managing retirement investments must act in the best financial interest of the participants.

The defendants are alleged to have mismanaged their employees’ retirement assets—401(k) plans—when they hired investment managers pursuing ESG policies to handle the funds, especially BlackRock.

ESG looks at nonmonetary factors while making investment decisions. This includes a company’s carbon footprint and chemical emissions, how a business addresses LGBT interests and other political initiatives, and whether a company adopts such programs in its hiring practices.

The plaintiffs said BlackRock pursued an agenda to convert their retirement plans’ core index portfolios into ESG funds and that BlackRock’s actions harmed retirement plan participants because such investments pursued socio-political outcomes rather than financial returns.

On Jan. 10, Judge Reed O’Connor from the U.S. District Court for the Northern District of Texas agreed with the plaintiffs, saying “the facts compellingly demonstrated that Defendants breached their fiduciary duty by failing to loyally act solely in the retirement plan’s best financial interests.”

(Excerpt) Read more at theepochtimes.com ...


TOPICS: Business/Economy; Crime/Corruption; Government; Politics/Elections
KEYWORDS: airlines; blackrock; dubyajudge; esg; esgfunds; fiduciaryduty; fiduciarymisconduct; investment; misappropriation; ndtexas; reedcoconnor; reedoconnor; travel; voicevote
"Fiduciary responsibility?"

We don't need no stinking "fiduciary responsibility!"

1 posted on 01/13/2025 12:49:12 PM PST by E. Pluribus Unum
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To: E. Pluribus Unum

Maybe airlines have bigger things to worry about...

https://www.youtube.com/watch?v=vDLdCq_kAzc


2 posted on 01/13/2025 12:51:02 PM PST by RckyRaCoCo (Time to throw them out of the Temple...again)
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To: E. Pluribus Unum

The court should order each employee should receive compensation in the amount of $100,000 per each year of the fraud they were subjected to.


3 posted on 01/13/2025 12:54:04 PM PST by Responsibility2nd (Man made Climate Change is Real. Cal. Officials responsible for the fires just proved it.)
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To: E. Pluribus Unum

The American empire is at “connected-insiders and elites mass looting” stage.


4 posted on 01/13/2025 12:58:03 PM PST by PGR88
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To: Responsibility2nd

If Trump loses the stock goes up-wouldn’t you say?


5 posted on 01/13/2025 12:58:37 PM PST by DIRTYSECRET
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To: PGR88

Invest in rope futures.


6 posted on 01/13/2025 12:58:50 PM PST by MtnClimber (For photos of scenery, wildlife and climbing, click on my screen name for my FR home page.)
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To: E. Pluribus Unum

Another nail in the DIE coffin?


7 posted on 01/13/2025 1:04:37 PM PST by logi_cal869 (-cynicus the "concern troll" a/o 10/03/2018 /!i!! &@$%&*(@ -)
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To: logi_cal869

Hopefully a nail in BlackRock’s coffin too.


8 posted on 01/13/2025 1:06:33 PM PST by E. Pluribus Unum (The worst thingy isabout censorship is █████ ██ ████ ████ ████ █ ███████ ████. FJB.)
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To: E. Pluribus Unum

As a retired 150,000 mile per year business traveler, American was the tops.

Bungled mergers and bad choices with whom to merge has brought them down to just another commodity carrier.


9 posted on 01/13/2025 1:10:46 PM PST by llevrok (Keep buggering on!)
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To: E. Pluribus Unum

These are criminal offences. The offenders belong broke and in prison.


10 posted on 01/13/2025 1:15:49 PM PST by HYPOCRACY (Democracy is dead. Long live the Republic!)
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To: E. Pluribus Unum
Don't forget that the SEC (the money version, not the college version, although I guess that one's a money one too LOL) in 2019 adopted the BI (so-called Best Interests) regulation. Ostensibly it was to assure investors that their financial planner didn't have conflicts of interest.

IMHO it was a backdoor way to implement ESG. Want to maintain your financial license? The govt can use the stricter BI methodologies to make sure you push ESG.

11 posted on 01/13/2025 1:21:11 PM PST by Tell It Right (1 Thessalonians 5:21 -- Put everything to the test, hold fast to that which is true.)
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To: E. Pluribus Unum

ESG: Extra Stupid Government.


12 posted on 01/13/2025 1:28:56 PM PST by SaxxonWoods (Black guy upon receiving a MAGA hat: "MURICA!")
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To: E. Pluribus Unum

I would like to see Blackrock die an ugly death and go away. I have hated them for as long as I can remember. Right up there with bank of america and MLPFS.


13 posted on 01/13/2025 1:36:05 PM PST by Sequoyah101 (Donald John Trump. First man to be Elected to the Presidency THREE times since FDR.)
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To: Sequoyah101

Vanguard is right up there with BlackRock.


14 posted on 01/13/2025 1:36:59 PM PST by E. Pluribus Unum (The worst thingy isabout censorship is █████ ██ ████ ████ ████ █ ███████ ████. FJB.)
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To: E. Pluribus Unum

There are state and local governments who are investing their employees pension funds with black and women-run companies, despite knowing the returns are significantly underperforming regular funds.

Expect them to be next.


15 posted on 01/13/2025 1:39:43 PM PST by SauronOfMordor (Either you will rule. Or you will be ruled. There is no other choice.)
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To: E. Pluribus Unum

I do not frequent them either but think they are only slightly less vile.


16 posted on 01/13/2025 2:21:19 PM PST by Sequoyah101 (Donald John Trump. First man to be Elected to the Presidency THREE times since FDR.)
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To: Tell It Right

Sounds like a savvy analysis there, Tell It Right.

Now, if we could only apply fudiciary responsibility to California politicians who destroy the wealth of their citizens by their incompetence.


17 posted on 01/13/2025 3:14:35 PM PST by poconopundit (Trump, Musk, Vance, Vivek -- a fantastic team of American smarts and determination.)
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