Fiduciary ESG Investing: Navigating the New Frontier

Can you invest trust assets in a fund that seeks both financial and nonfinancial goals without violating your fiduciary duties? That’s the question we set out to answer in our first long-form research piece in 10 years.

The piece will be featured in the upcoming ABA publication Real Property, Trust & Estate Law Journal, Vol. 57, No. 3, Fall/Winter 2022.

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Jennifer Goode
VP/Director—Wealth Strategies
Travis Allen
Senior Investment Strategist, National Managing Director—Wealth and Investment Strategies Group

The views expressed herein do not constitute, and should not be considered to be, legal or tax advice. The tax rules are complicated, and their impact on a particular individual may differ depending on the individual’s specific circumstances. Please consult with your legal or tax advisor regarding your specific situation.

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