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Sustainable Investing: Considerations for Trustees

Brown Advisory

Put simply, trustees serve as fiduciaries with investment authority over assets that are intended to benefit another person or persons; trustees should use every device at their disposal in an effort to maximize the investment returns of the trust they oversee.

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Sustainable Investing: Considerations for Trustees

Brown Advisory

Put simply, trustees serve as fiduciaries with investment authority over assets that are intended to benefit another person or persons; trustees should use every device at their disposal in an effort to maximize the investment returns of the trust they oversee. ESG AND FIDUCIARY RESPONSIBILITY.

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The Other 95%

Brown Advisory

This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. MRIs might take the form of portfolios that are screened according to environmental, social and governance (ESG) criteria. Many socially responsible mutual funds may be considered an MRI.

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The Other 95%

Brown Advisory

This specificity helps guide the nonprofit’s board and investment committee members as they carry out their fiduciary duty. MRIs might take the form of portfolios that are screened according to environmental, social and governance (ESG) criteria. Many socially responsible mutual funds may be considered an MRI.