Fiduciary duty

The Fiduciary duty in the 21st century programme finds that investor duties, far from being a barrier to practicising responsible investment, compel investors to embed environmental, social and governance factors in investment processes. To hear more about our fiduciary duty work, contact us.

Fiduciary duty in the 21st century

Fiduciary duty in the 21st century

Failing to consider long-term investment value drivers – which include environmental, social and governance issues – in investment practice is a failure of fiduciary duty.

Investor obligations and duties in six Asian markets

Investor obligations and duties in six Asian markets

In China, Hong Kong, India, Malaysia, Singapore and South Korea there are compelling national interest reasons for policy makers to promote the incorporation of environmental, social and governance factors into investment practice.

Al Gore introduces Fiduciary Duty in the 21st century

Former Vice President and Chairman of Generation Investment Management, Al Gore, introduces the PRI, UNEP FI and The Generation Foundation’s Fiduciary duty in the 21st century programme.

Fiduciary duty in the 21st century

Global statement on investor obligations and duties

The Global statement on investor obligations and duties calls on international policymakers and national governments to clarify the obligations and duties of investors and other organisations in the investment system.

What is fiduciary duty and why is it important?

Fiduciary duties are imposed upon a person or an organisation who exercises some discretionary power in the interests of another person in circumstances that give rise to a relationship of trust and confidence.

The changing landscape of fiduciary duty

Fiduciary duty is not the obstacle to incorporating ESG issues into investment processes that it is commonly assumed to be, although fiduciary duty is often presented as an excuse for not taking action.

Fiduciary duty in the 21st century: Global recommendations

Though there are variations between countries – reflecting national priorities, the current development of responsible investment in the country in question and prevailing legal requirements – our research suggests areas in which progress is needed globally.