In just a few hours, I will be joined by Mary Gregory of Brown Advisory and Hillary Flynn of Wellington to discuss how a fiduciary can consider ESG factors in a manner consistent with fiduciary duties. We’ll be discussing what the data says, issues of product availability, ratings services and regulatory guidance. Boston BASIC is sponsoring this event and it’s sold out, reflecting the growing interest in this topic.
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.