Can sustainable investments meet fiduciary requirements of care and diligence?
The Worth of Endowments in Higher Education | Association of Governing Boards of Universities and Colleges, April 2019
Commentary: Fiduciary duty yellow flags for proxy season | Pensions & Investments, Keith Johnson, Susan Gary, and Cynthia Williams, April 2018
Best Interests in the Long Term: Fiduciary Duties and ESG Integration| Social Science Research Network, Susan N. Gary, University of Oregon, February 2018
Leading Practice Briefing on Fiduciary Duties for Endowments and Foundations|Intentional Endowments Network, prepared by Megan Jackson and Keith Johnson at Reinhart Boerner Van Deuren s.c., February 2017
Application of Fiduciary Duty to Sustainable Investment Practicesl Susan N. Gary (University of Oregon), Keith L. Johnson & Megan K. Jackson (Reinhart Attorneys at Law), November 2015
Evolving Fiduciary Duty of Foundations and Endowments |Reinhart Investor Alert, November, 2014
Cambridge Handbook of Institutional Investment and Fiduciary Duty - Chapter 8l June, 2014
Chapter 16 of Sustainable Investing: The Art of Long Term Performance |“Fiduciary Duty” pdf, Stephen Viederman, 2008
VIDEO: Sustainable Investing and the Responsible Fiduciary
Panel from the April 2014 Intentionally Designed Endowments Conference featuring:
- Jay Youngdahl, The Youngdahl Law Firm
- Susan Gary, University of Oregon School of Law
- Keith Johnson, Reinhart Boerner Van Deuren s.c.
- Moderator: David Dinerman, Hampshire College Trustee
To join the discussion on fiduciary duty and policy, visit our Fiduciary Duty and Policy Working Group page.
For more resources on fiduciary duty, see here.