All fiduciary duty articles
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AnalysisUK pensions minister to introduce statutory guidance on fiduciary duty
But the formal proposal for an amendment to legislation has proved popular with MPs
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Special ReportEasing the path for European institutions to launch securities litigation
Corporate scandals, tighter regulation and increased fiduciary duties have all boosted the numbers of pension funds seeking financial redress
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Special ReportAs fiduciary duty evolves, securities litigation becomes a key tool in pension fund governance
Over the past few years, investor class actions have evolved from a niche legal tool into a central part of institutional governance.
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NewsMP tables ‘system-level’ investment duty amendment to pensions bill
Amendment aims to make it clear that trustees must consider and manage system-level risks, ‘but would not compel’
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NewsLGPS, investment pools back strategic framework based on place-based investing
Report sets out key recommendations on how LGPS can channel their capital to support local growth plans
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AnalysisIPE UK Briefing: Serious concerns remain on Pension Schemes Bill proposed ‘mandation’ powers
Plus: Surplus extraction; LGPS
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NewsPensions minister says UK fiduciary duty has stalled in past decade
Sophia Singleton and Helen Forrest Hall urge UK government to reconsider ‘mandation’ power
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NewsUK DC master trusts anxious about government’s pressure to invest in ‘productive assets’
UK government is in discussions with Mansion House compact signatories for next steps
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NewsFiduciary duty is key in achieving net-zero amid weakening global cooperation
‘Nationalism is on the rise and multilateralism is on the decline which makes international agreements to get to net zero more challenging,’ says Chris Fidler of CFA Institute
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AnalysisViewpoint: Opportunities for investing in UK economic growth is aligned with trustee’s fiduciary duty
NEST sees no conflict between a master trust’s fiduciary responsibilities to its members and investment in the companies and infrastructure of the UK
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NewsLCP survey calls for reinterpretation of fiduciary duty
Research shows that a new interpretation of what fiduciary duty is should enable trustees to consider climate and other systemic risks
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Opinion PiecesStriking the right balance on pension funds and fiduciary duty
Pension fund investment principles, strategies and decision-making have all become more complex in the wake of the growth of sustainability factors in general and climate change in particular. This has made the interpretation and practice of trustee ‘fiduciary duties’ more vexed and challenging than ever. A recent review of fiduciary duties in the UK by the Financial Markets Law Committee (FMLC) put it this way: “It is sometimes easier to state the duties than it is to apply them.”
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NewsUK pension funds align impact investing with fiduciary duty
Research from Pensions for Purpose shows impact investing and fiduciary duty are not mutually exclusive
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NewsMore clarification on fiduciary duty for pension scheme trustees needed, says UKSIF
UKSIF recommended that relevant government departments issue guidance for UK occupational pension schemes on a statutory or non-statutory basis
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Opinion PiecesUS: Politics drive ESG debate
Three Republican candidates for the White House are vocal advocates against pension funds adopting environmental, social and governance (ESG) investment practices.
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Opinion PiecesEmerging market investors should take the long view
For institutional investors, investing in emerging markets is a true test of fiduciary duty. The asset class – if it can be defined as such – has enormous potential, yet it is also risky, not just in terms of volatility but also of reputation.
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NewsManagers with a 1.5ºC goal may risk fiduciary concerns, says report
Strategies most likely to be adopted are ones that superficially align with 1.5ºC, NZAMI study shows
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NewsDiversity, fiduciary ‘impact’ duty and more on EIOPA IORP II review task list
European Commission’s call for advice finally lands in EIOPA’s inbox
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News
UK court blesses charity trustees’ Paris-aligned strategies
Judge decides trustees ‘adequately balanced’ envrionmental goal with financial detriment
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News
Icelandic pension fund CIO says traditional financial information no longer enough
The Pension Fund of Commerce says sustainability factors must also be considered to assess company value
