Independent reporting on fiduciary duty, climate, stewardship and systemic risk for the institutions that allocate the world's long-term capital.
US fiduciary duty imposes a legal obligation on institutional managers to prioritize beneficiary interests. We examine standards, enforcement, and implications for asset owners managing trillions in capital.
UK fiduciary duty imposes strict legal obligations on trustees and asset managers to act in beneficiaries' interests. The framework combines common law trusts principles with statutory regulation under the Pensions Act 2004 and FCA oversight.
Institutional investors face expanding fiduciary obligations that now encompass climate risk, systemic resilience, and stakeholder accountability. We examine how leading asset owners are redefining fiduciary practice for long-term value.
Fiduciary duty underpins institutional asset management. We examine how the world's largest asset owners structure governance to honor obligations to beneficiaries and stakeholders.
Canadian fiduciary law imposes rigorous best-interest obligations on institutional investors and trustees. Compliance requirements vary across federal and provincial jurisdictions, with significant implications for long-term capital allocation.
Australian fiduciary law imposes strict duties on pension funds, sovereign wealth vehicles, and fund managers to prioritise beneficiary interests. Understanding these obligations is essential for institutional investors navigating local governance frameworks.
Sovereign wealth funds operate under complex fiduciary obligations that balance public accountability with investment returns. Understanding these duties is critical for trustees navigating governance, transparency, and mandate alignment.
Insurance companies operate under strict fiduciary obligations to protect policyholder assets and manage reserves with prudence. Understanding these duties is critical for institutional investors evaluating insurer counterparties and capital allocation.
Fiduciary duty is the legal obligation to act in another's best interest. We examine how pension trustees, family offices, and sovereign wealth funds fulfill this duty through governance, disclosure, and prudent investment decision-making.
Fiduciary duty and ESG integration have converged. Pension funds and sovereign wealth funds now treat climate risk, governance quality, and social resilience as material to returns—a shift codified in law across multiple jurisdictions.
Institutional investors face a clarified but complex fiduciary landscape: climate risk is material to returns, but how deeply to integrate it depends on time horizon, liability structure, and jurisdiction. Leading asset owners share their frameworks.
ERISA fiduciary duty requires trustees and investment managers to act exclusively for plan participants' benefit. Breach exposes institutions to personal liability and plan recovery claims.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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