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DOL Issues Fiduciary Rule and ESG Guidance

Alerts and newsletters | July 2, 2020

At the end of June, the U.S. Department of Labor issued guidance relating to the determination of an investment adviser’s fiduciary status under ERISA, as well as the ability of ERISA fiduciaries to take into account economic, social and governance considerations when making fiduciary investment decisions for ERISA plans, each of which is discussed in the attached memorandum.

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