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ESG Investing in Trusts | money management

Sponsored by: Interactive Legal

Fiduciaries are often called upon to invest in environmental, social and governmental (ESG) causes. How do they accomplish this while performing their duties under the Prudent Investor Act? Panelists will discuss these issues from two perspectives: the professional investment advisor and the trustee who is responsible for assets in a trust. The panel will cover a brief history of ESG investments, the current framework for selecting 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.

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