Sustainable & Impact Investing: Evolving Considerations for Fiduciaries
What You Will Learn
- This encore CLE program explores the intersection of sustainable and impact investing and fiduciary duties. Panelists review the exponential growth of sustainable and impact investing over the past several years and describe four distinct investment approaches: ESG integration, ESG mandated, thematic, and high impact concessionary.
What You Will Learn
- This encore CLE program explores the intersection of sustainable and impact investing and fiduciary duties. Panelists review the exponential growth of sustainable and impact investing over the past several years and describe four distinct investment approaches: ESG integration, ESG mandated, thematic, and high impact concessionary.
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Price
$60
for CLE/CJE Credit - MEMBER (Philadelphia Bar Association)
$80
for CLE/CJE Credit - NON-MEMBER
$35
for NON-CLE Credit/ Law Student - Members (Materials Included)
$45
for NON-CLE Credit/ Law Student NON-Member
60 minutes
Date Published
April 21, 2022
Publisher
Philadelphia Bar Association
Subjects
Tax
Questions
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Summary
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Sustainable & Impact Investing: Evolving Considerations for Fiduciaries
Program originally presented Thursday, April 21, 2022
A debate about the impact of fiduciary duties on Environmental, Social And Governance (ESG) investing, and whether they should be recalibrated to reflect the new landscape is still raging.
This CLE program will explore the intersection of sustainable and impact investing and fiduciary duties. They will review the exponential growth of sustainable and impact investing over the past several years and describe four distinct investment approaches: ESG integration, ESG mandated, thematic, and high impact concessionary. The evolution of fiduciary law applicable to the utilization of these types of investments will also be addressed, specifically the application of the Uniform Prudent Investor Act to trustees’ investment decision-making. The program concludes with a review of a framework to align different types of ESG investments with various investment and fiduciary mandates.
Speakers:
John F. McCabe, IV, J.D. and LL.M.
Chief Legal Officer, Glenmede
Mark Hays
Director of Sustainable & Impact Investing, Glenmede
Mary-Noelle Rasi, J.D. and LL.M.
Wealth Planner, Glenmede
0030ODV
Program Titles and Supporting Materials
This program contains the following components:
Media Files
Downloadable Files
Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.
How to Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.
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