Article: Investor Fiduciary Duties in the Crosshairs – Targeting a Mirage

Susan N. Gary (University of Oregon), Keith L. Johnson (Global Investor Collaboration Services, LLC; Reinhart Institutional Investor Services) and Nicholas W. Zuiker (Reinhart Boerner Van Deuren s.c.) recently published, Investor Fiduciary Duties in the Crosshairs – Targeting a Mirage, 2025. Provided below is an Abstract:

The fiduciary duties of institutional investors have become a hot issue amongst policymakers and courts, with the future financial security of millions of American workers and savers at stake. Unfortunately, many recent policy debates and court opinions on investor fiduciary duties demonstrate only a limited understanding of fiduciary duty principles. A more complete appreciation of the full range of investor fiduciary duties is essential to inform policy and court decisions that affect the future financial security and economic stability of America. This article offers a guide to essential investment fiduciary concepts that have been missing from recent policy debates and court decisions.

https://lawprofessors.typepad.com/trusts_estates_prof/2025/05/article-investor-fiduciary-duties-in-the-crosshairs-targeting-a-mirage.html