fiduciary duty

5 statements across 5 episodes · 1 bullish · 3 bearish · 5 people on the record · first statement Jul 8, 2019 by Ash Williams · across every show →

Everything said about fiduciary duty, oldest first

Jul 8, 2019 negative
Insight
Fiduciary Duty Must Trump Political Divestment Mandates For Pension Managers
“Listen, we really need to separate the fiduciary duty and the political policy as it relates to health and dangerous products like cigarettes, because I can't really hold a manager accountable for beating the S&P 500 and then tell him he can't own one of the f…”
Ash Williams Jul 8, 2019 ▶ 21:51 Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
Jun 8, 2020 positive
Opinion
Cromwell: Integrating ESG data is increasingly recognized as a fiduciary duty
“This idea of embracing this information as a part of your fiduciary duty, not leaving it out of your investor toolkit, Is really, I think, coming to the fore across all of those.”
Wendy Cromwell Jun 8, 2020 ▶ 1:02:58 Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
Dec 14, 2020 negative
Opinion
Dodson: Allocators cannot fulfill fiduciary duty without bias reduction
“And that mirror is asking folks to be accountable to the optimization and fiduciary duty that they've signed up for and realize that without bias reduction, that is not being met, and there needs to be a big investment in innovation and getting these tools rig…”
Daryn Dodson Dec 14, 2020 ▶ 50:07 Diversity Equity & Inclusion 5: Daryn Dodson – Training and Action at Illumen Capital (Capital Allocators, EP.168)
Sep 30, 2024 bearish
Opinion
Salem: Asset managers cannot rigorously prioritize ESG while maintaining fiduciary duties
“I think there are some very conspicuous, visible actors running some of the largest asset management firms in the world that a few years ago Started to exalt and extol the virtues of ESG to an extent that even at the time, some of us could say, wait a minute, …”
David Salem Sep 30, 2024 ▶ 51:35 David Salem - Investment Wisdom from the Owner's Box (EP.409)
Feb 2, 2026 neutral
Insight
Lewinsohn: Credit is governed strictly by contract law, not fiduciary duty
“In credit, that doesn't really exist. The way the law has worked is, it's a contract. It's not being analyzed under fiduciary duties law. It's not being analyzed under what the securities laws say about fiduciary duties. It's contract. What does the contract l…”
Jonathan Lewinsohn Feb 2, 2026 ▶ 51:38 Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
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