Tuesday, December 17, 2013

US Supreme Court Looks At Fiduciary Prudence

JDJournal.com reports that the US Supreme Court has agreed to hear a case seeking to hold an employer liable for loses incurred by its employees on 401(k) funds invested in the employers' own stock.

"Those who work as administrators of employee retirement accounts are required by law to act as ‘prudent’ trustees. The law does not make it clear if they are to be held accountable for losses accrued by their employees because of unwise investments. Regarding the case at hand, the employer encouraged its workers to invest most of their money in the stock held by the company."


Monday, December 9, 2013

Visioneering Evergreen Investment Beliefs by Evergreen Pension Trusts

This mini-poster is designed to show how the evergreen option empowers evergreen pension trusts, and their trustees to articulate the investment beliefs that guide their investment choices. It is focused mostly on mission and purpose.

Tomorrow I will post another poster, that looks at diversification and ownership of the impacts of investments on society, the economy and the environment.

Thursday, December 5, 2013

Something to Watch. Something to Read.

Our friend and colleague, Raj Thamotheram, is featured in this excellent documentary just released by The Finance Innovation Lab, out of the UK.  Please watch and share.

Transforming Finance

Also, John Fullerton of Capital Institute published posted a blog to the CSR Newswire: Evergreen Direct Investing, the CEO Perspective.