In the modern day does the fiduciary duty of a trustee to prudently invest the assets of a trust estate encompass the integration of environmental, social and governance (ESG) issues? In this realm of “ethical” investment considerations, whose ethics may or should inform the process of prudent investment? What professional issues arise for the attorney advising a trustee or beneficiary regarding sustainable responsible investing? Developing a framework for ESG related decision making is one more aspect of investment decision making for fiduciaries and their advisors to consider.
Title:
Fiduciary Duty, Professional Standards and the Emergence of Sustainable and Responsible Investing: Considerations for the Advisor to the Fiduciary Client
When/Where:
June 5, 2013
7:30 AM - 10 AM
Northern Trust
50 South LaSalle Street
Chicago, IL
Speakers:
- Suzanne L. Shirer - Northern Trust
- Lawrence P. Katzenstein - Thompson Coburn LLP
By:
Archdiocese of Chicago
Credit:
1.00 hrs
More:
www.catholiccharities.net/planned_giving
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