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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. In short, jeopardizing investment rules may impose a tax on a private foundation for any investment that might jeopardize the carrying out of its tax-exempt purposes.

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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. In short, jeopardizing investment rules may impose a tax on a private foundation for any investment that might jeopardize the carrying out of its tax-exempt purposes.