I am happy to be speaking once again at the ACA Compliance Group Fall Conference in Scottsdale, Arizona on Oct. 5 to address ESG issues. Here is a description of the panel:
Navigating the Demand for Environmental, Social, and Governance (ESG) Policies
Client and investor focus on environmental, social, and governance issues has grown. As this demand continues, investment advisers seek to apply ESG standards to the investment process. Panelists will discuss how compliance intersects with ESG, and the roles compliance officers can expect to play when developing and maintaining an ESG program.
George Michael Gerstein advises financial institutions on the fiduciary and prohibited transaction provisions of ERISA. As co-chair of the fiduciary governance group, he assists clients with tracking, and understanding, the numerous fiduciary developments at the federal and state levels, including the rules and regulations of governmental plans. He also advises clients with respect to the fiduciary duty implications of ESG investing.