Date: January 30, 2020
This webinar provides a grounding in the key issues that fiduciaries are facing related to incorporating climate risk and other material factors into their investment process, ahead of the 2020 Higher Education Climate Leadership Summit and its Endowment Investing Forum.
While this webinar is particularly relevant to those preparing to participate in the Summit, it is open to the full IEN community.
Financial and legal experts from IEN's Fiduciary Duty Working Group are joined by a senior director from Ceres' Investor Network on Climate Risk to set the stage for the Summit's Endowment Investing Forum. The panelists discuss how ESG investing and climate risk analysis helps meet the duty of prudence and enhance the investment process. They also describe best practices for building board consensus about how to incorporate these factors into the investment process.
- 10 Reasons You Should Care About ESG | Bank of America Merrill Lynch, September 2019
- 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
Russell Goldstein, Institutional Client Advisor at the Private Bank, Bank of America
Board Source Certified Governance Trainer
- Susan N. Gary, Orlando J. and Marian H. Hollis Professor of Law, University of Oregon
- Chris Davis, Senior Director, Investor Network on Climate Risk and Sustainability
- Keith Johnson, Institutional Investor Services Chairman, Reinhart Boerner Van Deuren