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Oct 1, 2007 12:00 PM
Trustee's Choice
Proper asset allocation is the cornerstone of prudent investing. But once the allocation is made, fiduciaries have a critical decision to make: How should each asset class be invested? There are two main choices: active or passive management. Both have advantages and disadvantages. In fact, for portfolios in excess of $5 million, fiduciaries often use a combination of these approaches.
Because of the greater range these days of investment opportunities and methods, it's critical that fiduciaries understand all their options — and what's appropriate under each circumstance.
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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