California State Treasurer’s Office (Page 3)

California State Treasurer Fiona Ma announced the selection of Newton Investment Management North America Limited (Newton) to provide an environmental, social, and governance (ESG) investment option as part of the lineup for CalSavers. The selection was made during a monthly meeting of the board that governs CalSavers, chaired by Treasurer …continue reading

A bill that would offer a targeted tax incentive for those contributing to the state’s ScholarShare 529 Plan got a big boost with the introduction of Assembly Bill 211 (AB 211). ScholarShare 529 is a state-sponsored, tax-advantaged 529 college savings plan that helps families and individuals save and plan for …continue reading

Fiona Ma was elected California State Treasurer in November 2018. She previously served as Chair and Vice Chair of the California State Board of Equalization from 2015 to 2019, representing more than nine million taxpayers. There, she led historic reforms to increase efficiency and transparency at the agency. As a …continue reading