Additional Resources on Fiduciary Duty

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 Practices l 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 8 l June, 2014
Fiduciary Duty in the 21st Century Progress Report l Principles for Responsible Investment, United Nations Environment Program Finance Initiative and The Generation Foundation, December 2017
Understanding and Applying Fiduciary Duty: The Trustee Best Practice Guide | UK SIF, April 2017
DOL Updates Guidance on Proxy Voting and ESG l Reinhart Boerner Van Deuren s.c., January 2017
Fiduciary Duty, Divestment, and Fossil Fuels in an Era of Climate Risk l Trillion Dollar Transformation and the Center for International Environmental Law, December 2016
A Guide to Climate Change Investment Risk Management for US Public Defined Benefit Plan Trustees l Trillion Dollar Transformation & Mercer Investment Consulting
Fiduciary Duty in the 21st Century U.S. Roadmap l Principles for Responsible Investment, United Nations Environment Program Finance Initiative and The Generation Foundation, September 2015
Tips for Charitable Organizations to Consider When Hiring Consultants l Reinhart Attorneys at Law, August 2016
Values and Value: University Endowments, Fiduciary Duties, and ESG Investing l Susan N. Gary (University of Oregon), Journal of College and University Law, August 2016
Addressing ESG Factors Under ERISA l Principles for Responsible Investment, February 2016
Fiduciary Duty and Environmental Responsibility: Crafting a Low Carbon Response l William F. Jarvis, Commonfund Institute, January 20, 2016
Fiduciary Duties and ESG Investing| Susan Gary, Trusteeship, Nov/Dec, 2015
Interpretive Bulletin Relating to the Fiduciary Standard under ERISA in Considering Economically Targeted Investments l Employee Benefits Security Administration, Department of Labor, October, 2015
IRS Notice 2015-62, "Investments Made for Charitable Purposes" | Internal Revenue Service, September, 2015
Fiduciary Duty in the 21st Century | UN Global Compact, UNEP FI, PRI, UNEP Inquiry, September, 2015
Olso Principles on Global Climate Change Obligations l 2014
Mission-Related Investing: Legal and Policy Issues to Consider Before Investing l Joshua Mintz and Chelsey Ziegler, MacArthur Foundation, March, 2013
The Time Has Come for a Sustainable Theory of Fiduciary Duty in Investment | Jay Youngdahl, Hofstra Labor & Employment Law Journal, 2012
Is It Prudent to Be Responsible? The Legal Rules for Charities that Engage in Socially Responsible Investing and Mission Investing | Susan Gary, Northwestern Journal of Law and Social Policy, Winter, 2011
A Legal Framework for the Integration of Environmental, Social and Governance Issues into Institutional Investment | Freshfields Bruckhaus Deringer (Produced for the Asset Management Working Group of the UNEP Finance Initiative), October, 2005
Tips for Charitable Organizations to Consider When Hiring Consultants l Reinhart Attorneys at Law, August, 2016
 

 

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