Prudent Sustainable and Responsible Investing

Lifting the cloud of suspicion, scrutiny and “cooties” surrounding ESG for plan fiduciaries

Prudence is the cornerstone of fiduciary employee benefit plan investment, but what’s considered “prudent” is nuanced. Prudent investment incorporates the purposes, distribution requirements and context of the plan’s portfolio in the investment analysis. It evaluates risk and return. No specific investment or investment course of action is per se prudent or imprudent. As the universe of available investment alternatives expands, and the society in which fiduciaries invest evolves, there a

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