All fiduciary duty articles
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AnalysisViewpoint: Opportunities for investing in UK economic growth is aligned with trustee’s fiduciary duty
NEST sees no conflict between a master trust’s fiduciary responsibilities to its members and investment in the companies and infrastructure of the UK
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NewsLCP survey calls for reinterpretation of fiduciary duty
Research shows that a new interpretation of what fiduciary duty is should enable trustees to consider climate and other systemic risks
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Opinion PiecesStriking the right balance on pension funds and fiduciary duty
Pension fund investment principles, strategies and decision-making have all become more complex in the wake of the growth of sustainability factors in general and climate change in particular. This has made the interpretation and practice of trustee ‘fiduciary duties’ more vexed and challenging than ever. A recent review of fiduciary duties in the UK by the Financial Markets Law Committee (FMLC) put it this way: “It is sometimes easier to state the duties than it is to apply them.”
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NewsUK pension funds align impact investing with fiduciary duty
Research from Pensions for Purpose shows impact investing and fiduciary duty are not mutually exclusive
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NewsMore clarification on fiduciary duty for pension scheme trustees needed, says UKSIF
UKSIF recommended that relevant government departments issue guidance for UK occupational pension schemes on a statutory or non-statutory basis
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Opinion PiecesUS: Politics drive ESG debate
Three Republican candidates for the White House are vocal advocates against pension funds adopting environmental, social and governance (ESG) investment practices.
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Opinion PiecesEmerging market investors should take the long view
For institutional investors, investing in emerging markets is a true test of fiduciary duty. The asset class – if it can be defined as such – has enormous potential, yet it is also risky, not just in terms of volatility but also of reputation.
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NewsManagers with a 1.5ºC goal may risk fiduciary concerns, says report
Strategies most likely to be adopted are ones that superficially align with 1.5ºC, NZAMI study shows
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NewsDiversity, fiduciary ‘impact’ duty and more on EIOPA IORP II review task list
European Commission’s call for advice finally lands in EIOPA’s inbox
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UK court blesses charity trustees’ Paris-aligned strategies
Judge decides trustees ‘adequately balanced’ envrionmental goal with financial detriment
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Icelandic pension fund CIO says traditional financial information no longer enough
The Pension Fund of Commerce says sustainability factors must also be considered to assess company value
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NewsLaw Commission fiduciary duty work needs ‘urgent review’, say experts
Statutory body’s guidance created ‘false dichotomy between financial and non-financial factors’, say IFoA, ICSWG
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News
International report finds investors often legally bound to go green
‘A Legal Framework for Impact’ report now out, commissioned by PRI, Generation Foundation, UNEP FI
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NewsCEPB’s Matthews calls for ‘Climate Action 100+ for sovereigns’
Reveals Transition Pathway Initiative will next year produce sovereign bond assessments
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NewsCampaign group’s RI bill tackles fiduciary ‘best interests’ duty
Model legislation would also require UK government to set up ‘UK Council for Investor Due Diligence’
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NewsUS academics challenge whether ESG investing must be fiduciary duty
Two law professors have argued that the position taken by the PRI and others is ‘contrary to both law and economics’
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News
Pension fund ESG integration ‘dangerous’, claims economist
Economist Henrique Schneider splits the audience at a Swiss conference by speaking out against sustainable investment as a fiduciary duty
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News
EU Council scraps IORP II delegated acts from green finance proposal
Council position means negotiations with the European Parliament can start on two of the Commission’s proposals
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NewsEuropean investment professionals reject forced consideration of ESG
CFA Institute poll shows 85% believe it right to take ESG into account
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Country ReportFiduciary management rule causes confusion for Dutch pension sector
Anton van Nunen argues that proposed law provides for a ‘solution to a non-existent problem’
