December 15, 2020—Technology companies were the undisputed darlings of the equity market in 2020, benefiting from a structural acceleration of technological adoption that resulted in strong organic growth in a weak economic environment.
December 14—Chief Investment Officer Tony Roth and Harvard Law Professor Robert Sitkoff discuss ESG (environmental, social, governance) investing principles and how trustees may—or must—incorporate them into portfolios. Then, Portfolio Manager Steven Norcini weighs in on our ESG strategy.Robert Sitkoff, John L. Gray Professor of Law at Harvard University Please listen to important disclosures at the end of the podcast.
This article reprint was published in the November 2020 issue of the BNA Tax Management Estates, Gifts and Trusts Journal and provides an overview of the Cameron Trust Case, which clarifies the creditor protection that is available through third-party and self-settled trusts.Please see important disclosures at the end of the article.
