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Prudent Portfolio Management

Prudent Portfolio Management applies the Prudent Person Rule to trust management. This course outlines the characteristics of a prudent portfolio manager. It describes the factors that demonstrate prudence in a court of law. This course also lists investment standards put forth in the Uniform Prudent Investor Act. This course explores the potential tax ramifications of diversification. It explains the purpose of the Uniform Principal and Income Act and how that purpose can be achieved.

 

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

 

Learning Objectives: After completing this course, students will be able to:

  • Explain the Prudent Person Rule
  • Describe the standards put forth in the Uniform Prudent Investor Rule and the Uniform 
  • Principal and Income Act

Commands