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2019 Regular Session
Overview
At the request of: (at the request of Senate Interim Committee on Judiciary for Oregon State Bar Sustainable Futures Section)
Chief Sponsors:
Regular Sponsors:
Bill Title: Relating to the prudent investor rule.
Catchline/Summary: Modifies prudent investor rule to allow trustee to consider settlor's or beneficiaries' personal values, including settlor's or beneficiaries' desire to engage in sustainable or socially responsible investment strategies aligning with settlor's or beneficiaries' social, environmental, governance or other values or beliefs, and beneficiaries' financial needs, when making investment decisions.
Modifies prudent investor rule to allow trustee to consider settlor's or beneficiaries' personal values, including settlor's or beneficiaries' desire to engage in sustainable or socially responsible investment strategies aligning with settlor's or beneficiaries' social, environmental, social and] governance factors of investments] or other values or beliefs, and beneficiaries' financial needs, when making investment decisions.
Chapter Number: Chapter 546
Fiscal Impact: No Fiscal Impact
Revenue Impact: No Revenue Impact
Measure Analysis: Staff Measure Summary / Impact Statements
Current Location: Chapter Number Assigned
Current Committee:
Current Subcommittee:
Subsequent Referral(s):
Potential Conflicts of Interest/Vote Explanations: Potential Conflicts of Interest/Vote Explanation Documents
Measure History
Scheduled Events