Under ERISA, plan sponsors and fiduciaries must act in the best interest of their beneficiaries. However, with the increasing demand for sustainable and socially responsible investments, ERISA fiduciaries are increasingly faced with requests to integrate Environmental, Social, and Governance (ESG) criteria into their portfolios. Furthermore, the US Department of Labor (DOL) issued new rules outlining the factors that fiduciaries should consider when making investment decisions.

Hence, as the ESG investment space continues to evolve, financial and investment advisers must keep abreast of recent regulatory developments and emerging trends to ensure compliance with relevant laws.

Join Dylan Rudolph of Trucker Huss and William David Pollak of O’Melveny & Myers LLP as they provide a comprehensive overview of the current state of ESG investing as well as the recent changes to the duties of ERISA fiduciaries concerning the DOL’s new guidelines. Speakers, among other things, will offer best practices for plan sponsors and trustees to successfully navigate the future investment landscape.