Investor duties

Investor duties are binding legal standards applied to financial professionals who have been contracted to make investment decisions on behalf of others.

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Interpreting investor duties: The evolving context

Investors are required to incorporate material risks, including relevant ESG issues, into investment practice and decision-making in pursuit of financial returns for beneficiaries and clients.

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An overview of investor duties

Investor duties are binding legal standards applied to financial professionals who have been contracted to make investment decisions on behalf of others.

Other resources

The Financial Markets Law Committee published the paper, Pension Fund Trustees and Fiduciary Duties: Decision-making in the context of Sustainability and the subject of Climate Change, on 6 February 2024.

View the paper