Report by Lauren J. Wolven, Jennifer B. Goode and Amy E. Szostak, 2024

New Publication on Navigating Beneficiary-Led ESG-Focused Investing

If you are a trustee or fiduciary navigating the evolving landscape of sustainable investing, this report is for you. Written by Lauren J. Wolven, Jennifer B. Goode and Amy E. Szostak, (2024 University of Miami School of Law) it offers a timely and practical guide on how best to approach beneficiary-led ESG-focused investment requests.

Key Insights Include:

• 35% of Global AUM is now committed to sustainable investing.
• Growing U.S. interest in ESG points to increasing beneficiary requests.
• Actionable Guidance on embedding ESG considerations into trust language.

With beneficiary interest in ESG investments on the rise, trustees face new opportunities—and challenges. This publication explores how clear, forward-thinking trust language can streamline the decision-making process, support family harmony, and align financial goals with personal values.

Read the full publication now below