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.
  • Stephen Viederman, Chair, Finance Committee, Christopher Reynolds Foundation
  • Susan Gary, Professor, University of Oregon Law School
  • Sarah Clevland, CEO, Sarah Cleveland Consulting
  • Kevin Brennan, Principal, Equilibrium
  • Theodore Casparian, Founder, Sustainable Investing 4 All 
  • Brooke Purcell, Attorney, Hirschler Fleischer
  • Don Trone, Founder & CEO, 3 Ethos
  • Isaac Khurgel, Co-founder, ESG Solutions

 

Resources from the Fiduciary Duty Working Group: