Trustees are navigating evolving investment strategies while balancing long-term beneficiary needs, economic shifts, and legal and regulatory expectations. With ESG raising new questions around fiduciary responsibilities, this discussion breaks down the key challenges trustees face: whether ESG investments fall within their powers, how they align with trust objectives, the legalities according to Jersey law, and if considering ESG factors (or not!) could be a breach of trust.
Watch now to gain valuable insights into this evolving landscape.
This paper further looks at the considerations for trustees of Jersey trusts relating to ESG and investments and whether such matters are compatible with the exercise or indeed just part of a trustee’s normal duties.