Sunday, October 26, 2008 3:30 PM - 4:45 PM
Room: Frontenac A
Adam Kanzer JD Managing Director, General Counsel, Domini Social Investments
Peter D. Kinder JD President, KLD Research & Analytics View
Benjamin J. Richardson PhD Professor, Osgoode Hall Law School, York University
Cheryl Smith PhD Executive Vice President, Senior Portfolio Manager, Trillium Asset Management Corporation View
Institutional investors are subject to fiduciary duties which shape and constrain their ability to invest responsibly, particularly if socially motivated investment choices may hurt financial returns. This panel examines the evolving relationship between fiduciary duties and SRI, focusing on recent developments in US trust law, the interpretation of fiduciary duties in practice in the investment community, and the application of fiduciary standards to specific SRI issues such as climate change.