Welcome to the Institute for the Fiduciary Standard!

The Institute is a nonprofit formed in 2011 to benefit investors and society through its research, education and advocacy of the fiduciary standard’s importance to investors, our capital markets and economy.

Six key fiduciary duties embody the fundamental elements of an investment fiduciary’s responsibility. Learn more about those duties here.

  • Time for Wall Street to Show Investors Their Trust Matters Time for Wall Street to Show Investors Their Trust Matters
  • What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage
     

 

Best Practices

 

 

Institute Puts Out Second Draft of Best Practices for Comment

 

June 23 — Practitioners Urged to Provide Input, Especially on Challenging Issues Of Fee and Expense Reporting and Avoiding or Effectively Managing Conflicts in Compensation Arrangements
Read the Best Practices Second Draft here

 


Get Involved

The Institute for the Fiduciary Standard doesn’t have formal membership, as it isn’t a membership association. It is a non profit, a private foundation. But, we need the involvement of all those willing to help–in any capacity! Learn more here.
DAVID SWENSEN

Frankel Fiduciary Prize

David Swensen, Yale University Chief Investment Officer, wins Frankel Fiduciary Prize, which will be awarded September 18 at Boston University School of Law. Read more.

August 11, 2015 – TD Ameritrade Institutional to be Exclusive Sponsor of Institute’s Fiduciary September 2015 Program. (Press Release)

August 4, 2015 – David Swensen, Yale University Chief Investment Officer, Wins Frankel Fiduciary Prize (Press Release)

July 22, 2015 – Institute applauds historic DOL rule proposal; Urges DOL to listen to Industry suggestions that do not weaken fiduciary requirements. (Comment Letter)

July 14, 2015 – Institute to Hold 40 Act Panel Discussion in NY August 11 (News Release)