Sponsored by InterActive Legal
Fiduciaries are often called on to invest in environmental, social, and governmental (ESG) causes. How do they accomplish this while complying with their duties under the Prudent Investor Act? The panelists will discuss these issues from two perspectives: the professional investment advisor and the fiduciary who’s responsible for assets in a trust. The panel will cover a brief history of ESG investing, the current framework for choosing and managing ESG investments with some real-life examples and how fiduciaries can successfully incorporate ESG investments into their clients’ portfolios.
CLE, CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.