Global Fiduciary Precepts for Prudent Investment Oversight

  1. Know standards, laws, and trust provisions
  2. Diversify assets
  3. Prepare investment policy statement
  4. Use “prudent experts” and document due diligence
  5. Control and account for investment expenses
  6. Monitor the activities of “prudent experts”
  7. Avoid or manage conflicts of interest
Scroll to Top