The Interplay Between ESG Investing and ERISA’s Fiduciary Duties | JD Supra

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Environmental, social, and governance (ESG) investing—especially the “E”—is an increasingly hot topic for investors, but it presents unique legal issues for retirement plan decisionmakers who have strict fiduciary duties to retirement plans and their participants. There are certain considerations for US retirement plans, especially regarding the interplay between the primary applicable US law, ERISA, and … Read more

Fiduciary Management International Equity Q1 2022 Investment Letter

Fiduciary Management International Equity Q1 2022 Investment Letter

Blue Planet Studio/iStock via Getty Images Investment Strategy Outlook – International Equity Global equities declined during the March quarter as Russia’s invasion of Ukraine left a dark cloud of uncertainty over financial markets. The FMI International portfolios were outperforming handily up until the eve of the war (February 24, 2022), ahead of the comparable MSCI … Read more