Fiduciary Duty & Policy Working Group









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

Contact Person: Georges Dyer at [email protected]

Chair:  Keith Johnson

Chairman, Institutional Investor Legal Services, Reinhart Boerner Van Deuren s.c.


Bob Smith, President, and Co-founder, Sage Advisor

Cindy Rose, Head of Responsible Capitalism, Majedie Asset Management

Don Trone, Founder & CEO, 3 Ethos

Hannah Payson, Assistant Director of the Center, Tuck school

John Mckinley, Executive Director Tuck Center for Business, Gov't and Society

Joy Williams, Senior Advisor, Mantle314

Mike Pejcic, CFO, World Wildlife Fund

Russell Goldstein, Senior Vice President, Institutional Client Advisor, BoA Private Wealth Management

Sarah Clevland, CEO, Sarah Cleveland Consulting

Seema Kumar, VP Finance and Facilities, World Wildlife

Stephen Viederman, Chair, Finance Committee, Christopher Reynolds Foundation

Susan Gary, Professor, University of Oregon Law School

Theresa Gusman, Chief Investment Officer, First Affirmative Financial Network

Valentina Glaviano, Managing Director, Strategic Investment Group





IEN Pre-Summit Webinar: Climate Risk and Fiduciary Best Practice (January 30, 2020)

Hiring an Investment Consultant: Making Your ESG Intention Actionable (2018)

Leading Practice on Fiduciary Duties for Endowments and Foundations (2017)

Updated Regulatory Guidance on Proxy Voting and Sustainable Investment (2017)

WEBINAR: Transitioning to Integrating Investment Practices with Program Mission (October 19, 2016) 

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