Social Investing by Institutional Investors

Join us for a one-hour webinar as we discuss the various fiduciary, tax, and practical implications when institutional investors engage in “social investing.” The discussion will focus on such investments made by ERISA-covered pension plans, endowments and nonprofits, and private funds. A team of partners from our employee benefits, exempt organizations, and private funds practices will lead the webinar.

Topics will include:

• The US Department of Labor’s 2015 interpretive bulletin regarding economically targeted investments
• How to effectively adopt an environmental, social, and governance policy
• Prohibited transaction and tax implications associated with making investments to further a social goal
• Investment guideline implications
• Special considerations for private foundations and other charitable organizations

For more information, contact Olive To at oto@morganlewis.com.