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THE ADMINISTRATION OF THE TRUST TOPIC 5 INVESTMENT OF TRUST FUNDS Introduction
General Standard of Prudent Investment
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administration ALR2d amount applicable appropriate authority Bank beneficiaries benefit bequeaths Blackacre bonds breach of trust charitable trust ciaries circumstances co-trustee Comments commits a breach Company court decisions delegation discretion diversification duty of caution duty of impartiality duty of loyalty duty to diversify entitled ERISA exercise fiduciary duty hold Illustration improper investment interest investment program investment strategy involved judgment loss matters ment Modern Portfolio Theory mortgage mutual funds objectives ordinarily otherwise particular trust pooled investment proceeds profit proper prudent investor rule Prudent Man Rule purposes real estate reasonable Reporter's Notes require result risk Section securities sell trust property settlor shares skill specific standard statute surcharge tion total return Treasury securities trust estate trust funds trust instrument trust investments trust law trust portfolio trust provision trust terms trustee cannot properly trustee's duty types underproductive venture capital vestment violation