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ESG Investing in TrustsESG Investing in Trusts

Susan R. Lipp - Moderator, Editor in Chief

March 28, 2022

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Date: Mar 28, 2022

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Fiduciaries are often called on to invest in environmental, social, and governmental (ESG) causes. How do they accomplish this while complying with their duties under the Prudent Investor Act? The panelists will discuss these issues from two perspectives: the professional investment advisor and the fiduciary who’s responsible for assets in a trust. The panel will cover a brief history of ESG investing, the current framework for choosing and managing ESG investments with some real-life examples and how fiduciaries can successfully incorporate ESG investments into their clients’ portfolios.

CLE, CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

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About the Author

Susan R. Lipp - Moderator

Editor in Chief, Trusts & Estates Magazine

Susan R. Lipp is editor in chief of Trusts & Estates magazine, the WealthManagement.com Journal for estate-planning professionals. She oversees both the print and online version of T & E, as well as the monthly e-newsletter articles.
Susan served in leadership positions at Vendome Group, LLC (formerly Brownstone Publishers, Inc.) with editorial responsibility for publications and newsletters. Following her tenure at Vendome Group, Susan joined Community Housing Improvement Program (CHIP) as General Counsel, where she was editor in chief of its monthly newsletter and implemented initiatives to educate members on legal requirements. Susan began her career at Rosenberg and Estis, P.C., a real estate law firm in New York City.
Susan holds a Bachelor of Arts in Sociology from Brandeis University. She received her Juris Doctor Law degree from Hofstra University School of Law, graduating with distinction and having served as Associate Editor of the Law Review. Susan is admitted to practice law in New York State and is a member of the New York State Bar Association.