Restatement of the Law, Trusts (prudent Investor Rule), Volume 1 |
Contents
THE ADMINISTRATION OF THE TRUST TOPIC 5 INVESTMENT OF TRUST FUNDS Introduction | 3 |
General Standard of Prudent Investment | 8 |
Passive strategies | 28 |
Copyright | |
47 other sections not shown
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Common terms and phrases
administration ALR2d ALR3d amount applicable appropriate authority Bank beneficiaries benefit bequeaths Blackacre bonds breach of trust charitable trust ciaries circumstances co-trustee Comment e Comments Company court decisions delegation Digest System Key discretion diversification duty of impartiality duty of loyalty duty to diversify ERISA executor exercise fiduciary duty Illustration improper investment interest investment program investment strategy involved judgment loss ment Modern Portfolio Theory mortgage mutual funds ordinarily particular trust pooled investment proceeds profit proper prudent investor rule Prudent Man Rule purposes real estate reasonable Reporter's Notes require result retention risk Section securities sell trust property settlor shares skill specific standard statute surcharge System Key Numbers tion total return Treasury securities trust assets trust estate trust funds trust instrument trust investments trust law trust portfolio trust provision trust terms trustee cannot properly trustee's duty types venture capital vestment violation