Social Investing by Institutional Investors

View the presentation >>

January 21, 2015
12:00 PM - 01:00 PM ET

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.

CLE credit: CLE credit in CA (1.0 hour), FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval.