Description
Outlines the laws and guidelines that have a significant impact on how portfolio managers perform their role, including the Uniform Prudent Investor Act and Uniform Principal and Income Act. Discusses key decision-making factors in prudent investment portfolio management. Explains the fiduciary professional’s duty to diversify and to balance the interests of income and principal beneficiaries fairly.
What You’ll Learn
After completing this course, students will be able to:
- Describe statutes, rulings, and standards that have a significant impact on how portfolio managers perform their role
- Describe prudent fiduciary professionals’ decisions, considerations and strategies to manage trust investment portfolios
