Under ERISA, plan sponsors and fiduciaries must act in the best interest of their beneficiaries. However, with the increasing demand for sustainable and socially responsible investments, ERISA fiduciaries are increasingly faced with requests to integrate Environmental, Social, and Governance (ESG) criteria into their portfolios. Furthermore, the US Department of Labor (DOL) issued new rules outlining the factors that fiduciaries should consider when making investment decisions.
Hence, as the ESG investment space continues to evolve, financial and investment advisers must keep abreast of recent regulatory developments and emerging trends to ensure compliance with relevant laws.
Join Dylan Rudolph of Trucker Huss and William David Pollak of OMelveny & Myers LLP as they provide a comprehensive overview of the current state of ESG investing as well as the recent changes to the duties of ERISA fiduciaries with respect to the DOLs new guidelines. Speakers, among other things, will offer best practices for plan sponsors and trustees to successfully navigate the future investment landscape.
Key issues that will be covered in this course are:
Trends and Developments in ESG Investing
Key Features of the New ERISA Fiduciary Rule
Challenges and Key Considerations for Plan Sponsors
Best Compliance Practices
What Lies Ahead
Speakers/Faculty Panel
Dylan Rudolph, Director
Trucker Huss
William David Pollak, Counsel
O’Melveny & Myers LLP
For an updated list of the faculty panel, please visit:
https://knowledgewebcasts.com/know-portfolio/esg-investments-and-erisas-fiduciary-cle/
About The Knowledge Group
Founded in November 2006, The Knowledge Group has been at the forefront of providing quality continuing education programs for lawyers, accountants, financial executives, risk and compliance specialists, human resources professionals, technology officers, and business consultants in a wide range of industries.
The Knowledge Group strives to be the best-in-class provider of continuing education by bringing forth relevant content you cant get anywhere else.
Contact:
Therese Lumbao
Director, Member Services
The Knowledge Group, LLC
info ( @ ) theknowledgegroup dot org
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