A company’s long-term survival depends on paying attention to both financial and social metrics. As fiduciaries, we need to keep in mind the importance of demonstrating not only WHAT we…
The Hillcrest Children’s Center was founded in 1812 as a resource for the orphans of the War of 1812. Over the next 192 years, Hillcrest its operations and funding resources…
Working in a global environment with cross-border financial, political and social issues, the benefits of conforming to the ISO-based Global Fiduciary Standard of Excellence are clear. NGOs are dependent on…
Stewards, as fiduciaries, are rightly concerned about the investment performance of their portfolios. Until recently however, few fiduciaries have considered the return on fiduciary governance as an equally important measure….
In the article, “ERISA LITIGATION DEFENDANTS TAKE NOTE: BURDENS OF PROOF ARE BECOMING MORE WEIGHTY,” by Seyfarth ShawLLP, the authors make the point that trustees and fund sponsors need to be able to…
n a conversation last week with a Board Member whose non-profit organization oversees $100 million, the Board Member admitted that he had difficulty in getting people to serve. It was not…
The decision by the US Supreme Court in the Tibble v Edison Case this past spring further highlights the complexity of having to deal with a broad range of fiduciary…
1. Lack of a proper investment policy statement: The Investment Policy Statement, or “IPS” is like the architect’s plans for the building of the house. Before engaging a subcontractor to…
The global certifier, CEFEX based in Toronto, can help with the mitigation of legal risk for plan sponsors. From the CEFEX press release of 08-30-12: “Today we are announcing a…