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Dec 1, 2011 12:00 PM
Volatility - An Impediment for Trustees
Global geopolitical concerns have contributed to an unstable economy and increasingly volatile markets. Excessive volatility adds even more complexity for fiduciaries and their investment advisors — particularly those who rely on historical precedents to identify and manage risk.
Fiduciaries invest for growth and income based on trust objectives, while also adhering to a prudent investor standard. Maintaining balance requires a focused investment policy that addresses asset allocation, income and growth, risk expectations, time horizon for anticipated distributions and unique holdings, such as concentrated positions. Because the prudent investor standard requires management of risk, not avoidance of risk, trustees must consider factors that include inflation, illiquidity, rising taxes and market volatility.
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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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