This session will go into best practices for fiduciaries to meet their duty of prudence and duty of loyalty when evaluating an investment or investment strategy based on environmental, social or governance (ESG) factors.
- What is the duty of prudence and duty of loyalty in the investment context?
- Uniform Prudent Investor Act and Employee Retirement Income Security Act
- Trustees of pensions, charities and private trusts decision to use ESG factors in investing
- Liability and risk mitigating factors
- Recent DOL ESG proposed regulations as compared to SEC guidance
- Risk-return analysis of a proposed investment
Speakers:
- Laurel R.S. Blair, Womble Bond Dickinson LLP, Charleston, SC
- Jose M. Jara, Fox Rothschild, Morristown, NJ
- Melineh S. Ounanian, Brown Brothers Harrison & Co., New York, NY
Please note there is a cost to attend.
CLE Credits available.
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