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 |
e General requirement of caution | 17 |
Copyright | |
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Common terms and phrases
administration ALR2d ALR3d amount applicable appropriate authority Bank beneficiaries benefit bequeaths Blackacre bonds breach of trust chargeable charitable trust ciaries circumstances co-trustee Comment e Comments commits a breach Company corporate trustee court decisions delegation discretion diversification duty of impartiality duty of loyalty duty to diversify duty to sell executor exercise fiduciary duty Illustration improper investment interest investment strategy involved judgment Liability for Breach loss ment Modern Portfolio Theory mortgage mutual funds ordinarily otherwise particular trust pooled investment proceeds profit proper prudent investor rule Prudent Man Rule purposes real estate reasonable received Reporter's Notes require result retention risk Section securities sell trust property settlor shares skill sold specific statute surcharge third person 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 venture capital vestment