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Record W7133060407

Social investing by private trustees

2005· dissertation· W7133060407 on OpenAlexaboutno aff
Naomi Elana Zener

Bibliographic record

VenueTSpace · 2005
Typedissertation
Language
FieldSocial Sciences
TopicLegal principles and applications
Canadian institutionsnot available
Fundersnot available
KeywordsFiduciaryImpact investingStatutory lawStatutePrudenceSocial contractSocially responsible investingJurisprudence
DOInot available

Abstract

fetched live from OpenAlex

I have examined whether the practice of social investing by private trustees is consistent with their fiduciary duties of prudence and loyalty. I have reviewed American, British and Canadian jurisprudence and statutes to compare and contrast those jurisdictions' legal positions so as to resolve the tensions created by the practice of social investing. In private trust law, the trustee's only concern should be to safeguard the financial interests of the beneficiaries and not to promote the social agenda of the trustees or of a third party. Social investing entails making investments on the basis of non-financial criteria. I have examined whether a settlor's direction to a trustee in the trust instrument to practice social investing is consistent with the trustee's fiduciary duties. I have also suggested two potential solutions to the conflict: the acceptance of a limited version of social investing and the creation of an ethical statutory trust.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.019
metaresearch head score (Gemma)0.040
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Not applicable · Consensus signal: none
GenreCandidate signal: Empirical · Consensus signal: none
Teacher disagreement score0.019
Threshold uncertainty score0.099

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0190.040
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.001
Bibliometrics0.0010.001
Science and technology studies0.0050.014
Scholarly communication0.0080.009
Open science0.0010.006
Research integrity0.0030.003
Insufficient payload (model declined to judge)0.0070.001

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.041
GPT teacher head0.414
Teacher spread0.373 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designNot applicable
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2005
Admission routes1
Has abstractyes

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