Fiduciary Duty & Socially Conscious Investing ~ SRI Conference Panel Video

sric-fiduciary-panelWe hope you enjoy this video of The SRI Conference panel that our Chief Operating Officer, Betsy Moszeter, moderated on November 11, 2016.

Session description: updated guidance from the Labor Department in 2015 acknowledged that fiduciaries can proactively apply ESG factor analysis when making investment decisions.This session is designed to identify the solid ground any fiduciary can stand on when engaging in sustainable, responsible, impact investing—and how to avoid getting stuck in the muck.

In addition, with the conference occurring hot on the tails of the election results, the planned panel discussion shifted slightly to also include thoughts on what a Trump Presidency might do to change fiduciary standards in the relatively near future.

Many thanks to The SRI Conference for capturing and sharing the video!

Watch the discussion here:


Important Disclosures