Skip to content

5 basic principals of the new Prudent Investor Rule

October 13, 2015
  1. Diversification is expected
  2. Base investments appropriateness on risk/return of the portfolio and how an investment contributes to the overall risk of the portfolio
  3. Excessive trading & excessive fees should be avoided
  4. Balance current income & need for growth
  5. Trustees are allowed to delegate and encouraged to do so if they lack expertise in an asset class
One Comment

Trackbacks & Pingbacks

  1. CFA® Level 3 Exam Post-mortem – Muskblog

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

%d bloggers like this: