Values Based Investing News Today : Breaking News, Live Updates & Top Stories | Vimarsana

ESG investing has grown complex enough that it’s time we recognize what strategy or product is best suited for a given situation.

Interest in sustainable and impact investing strategies has been growing at an accelerating rate, and more and more advisors are implementing such strategies. But what happens when the investments are being considered inside of a trust? Since Trustees invest and manage trust assets for the benefit of others and not for themselves, they are subject to legal duties and responsibilities when dealing with trust assets known as fiduciary duties.  How does a fiduciary duties analysis work in this context? First, there has to be an understanding as to exactly what type of sustainable and impact inv...