Fiduciary Duty & Policy Working Group

Developing documents and other vehicles to clarify for higher education trustees how sustainable investing strategies relate to their fiduciary duties, designed for audiences of trustees, presidents, CIO's, and CFO's. 

  • Chair: Keith Johnson, Chairman, Institutional Investor Legal Services, Reinhart Boerner Van Deuren s.c.
  • Lauren Caplan, Senior Counsel, Klavens Law Group, P.C. 
  • Theodore Casparian, Founder, Sustainable Investing 4 All
  • Sarah Clevland, CEO, Sarah Cleveland Consulting
  • Susan Gary, Professor, University of Oregon Law School
  • Isaac Khurgel, Co-founder, ESG Solutions
  • Chris Matteini, The Investment Fund for Foundations
  • Brooke Purcell, Attorney, Hirschler Fleischer
  • Don Trone, Founder & CEO, 3 Ethos
  • Stephen Viederman, Chair, Finance Committee, Christopher Reynolds Foundation


Resources from the Fiduciary Duty Working Group: