The Institute for the Fiduciary Standard

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Building a fiduciary culture of honesty, integrity, and expertise.

2015 Frankel Fiduciary Prize

Awarded to David Swensen

David Swensen
2015 Frankel Fiduciary Honoree
David Swensen

About the Frankel Fiduciary Prize

The Institute for the Fiduciary Standard established the Frankel Fiduciary Prize to honor individuals who advance fiduciary principles. The Frankel Fiduciary Prize will be awarded annually to a person who has made significant contributions to the preservation and advancement of fiduciary principles in public life. The prize is named after Professor Tamar Frankel of the Boston University School of Law.  You can learn more about Professor Frankel’s research on fiduciary law here.

Frankel Fiduciary Prize Program Honors David Swensen’s 30 year “Remarkable career… as a great fiduciary.”

News

  • August, 2015 – David Swensen, Yale University Chief Investment Officer, Wins Frankel Fiduciary Prize (Press Release)
  • May 5, 2015 -Frankel Fiduciary Prize Selection Committee
    Seeks Nominations for Frankel Prize Honoring Individuals Making ‘Significant Contributions to Fiduciary Principles in Public Life’ (press release)

The 2015 Frankel Fiduciary Prize Symposium took place on Friday, September 18, 2015, at Barristers Hall, Ground Floor Boston University School of Law. The Institute for the Fiduciary Standard established the Frankel Fiduciary Prize to honor individuals who have contributed significantly to advancing the fiduciary principals in public life.

Video

Dan Moisand

 

Dan Moisand is a nationally recognized fiduciary fee-only financial planner, an Institute Real Fiduciary™ Advisor and Chair-elect of the CFP Board.

The Institute has enshrined the ‘Moisand Rule’ on fiduciary practices. It is basic and is more important today than ever: “You have to avoid conflicts. If I avoid a conflict, I don’t worry about it.”

Watch the video of Moisand speaking here.

Bob Veres

 

Bob Veres is a long term observer of financial planning. His Newsletter, “Inside information” Is a staple of leading planners. In the May edition he writes about fiduciary and the Institute.

"But a much bigger point is that the fiduciary standard—as Knut Rostad of the Institute for the Fiduciary Standard has pointed out—has been determined by the Supreme Court (1963 ruling) to be at the very heart of the Investment Advisers Act of 1940. It is the foundation of what it means to be an RIA registered with the SEC instead of a tipster or a tout."

- Bob Veres, Parting Thoughts ... The SEC's Own Compliance Culture