Larry Elkin discusses his decision to found Palisades Hudson in 1992, what the firm looks for in new hires today, and his plan for the company in an interview with WAG Magazine.
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An ESG Investing Hazard For Fiduciaries
As ESG investing evolves, more people may want their trusts or employer-provided retirement plans to reflect their values. Trustees and managers subject to fiduciary duty should take special care to document their decisions if they incorporate ESG considerations into their investment strategies.
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