Can sustainable investments meet fiduciary requirements of care and diligence?
As more and more sophisticated investors find long-term competitive advantages in strategies that incorporate material environmental, social and governance ("ESG") factors into investment analysis, prudent adoption of mission-aligned investment techniques is consistent with fiduciary duties.
Reports and Resources
- What Should Trustees Do About Climate Change?, Aon, August 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 Practices, 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, June, 2014
- Chapter 16 of Sustainable Investing: The Art of Long Term Performance, Stephen Viederman, 2008
- To join the discussion, join our Fiduciary Duty and Policy Working Group
Video: 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