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Tips From the Pros: Beware ESG Investing in a Trust

Charles A. Redd discusses the role of trustees in making environmental, social and governance investment decisions.

ESG (environmental, social and governance) investing, otherwise known as “socially responsible investing” or “SRI,” has increased in popularity in recent decades. Generally, ESG investing promotes the consideration of social and/or ethical issues in making investments. Those who have concerns about and want to be good stewards of the environment may choose to make investments in firms that create or use “green energy” and not to invest in the fossil fuel industry. Individuals who are focused

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