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Home 9 Event 9 Trust Investments: A Guide to Trustee Duties & Liability Under the UPIA

Trust Investments: A Guide to Trustee Duties & Liability Under the UPIA

When: May 28, 2014

People: Daniel L. Daniels , Steven B. Malech

Wiggin and Dana Partners Dan Daniels and Steve Malech presented a webinar sponsored by the Professional Education Broadcast Network which provided an overview of the investment duties of trustees.

Topics discussed included:

Trustee investment duties, standards of care and liability
Modern Portfolio Theory – defining risk/reward, “total returns,” passive v. active investing & asset allocation
Balancing diversification and concentrated positions, including family businesses & when diversification is the wrong choice
Practical application of duties of loyalty and impartiality, and the duty to minimize costs
Determining when it is appropriate to delegate investment decisions to professionals – plus, related liability issues
Best practices for administering trust investment decisions

Click below to listen to the entire presentation

Related People

Daniel L. Daniels

Steven B. Malech

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