Prudent Portfolio Management

$135.00

  • Total

SKU: 10283 Category: Tag:

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

Additional information

Audience

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Length

Approximately 25 minutes

Credits

0.50 CISP, CRSP, CSOP, CTFA

Member Price

135.00

Non-Member Price

185.00

Course Number

ABA

Location

Online Self-Paced

Vendor

ABA

Course Code

ABA

Prerequisites

None

Day

Online

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