Investing and managing trusts under the new prudent investor rule : a guide for trustees, investment advisors, and lawyers / John Train and Thomas A. Melfe.
1999
KF1083 .T73 1999 (Map It)
Available at Cellar
Formats
| Format | |
|---|---|
| BibTeX | |
| MARCXML | |
| TextMARC | |
| MARC | |
| DublinCore | |
| EndNote | |
| NLM | |
| RefWorks | |
| RIS |
Items
Details
Author
Title
Investing and managing trusts under the new prudent investor rule : a guide for trustees, investment advisors, and lawyers / John Train and Thomas A. Melfe.
Published
Boston, Mass. : Harvard Business School Press, [1999]
Copyright
©1999
Call Number
KF1083 .T73 1999
Spine Title
Investing and managing trusts
ISBN
0875848613 (alk. paper)
9780875848617 (alk. paper)
9780875848617 (alk. paper)
Description
xx, 282 pages : illustrations, forms ; 24 cm
System Control No.
(OCoLC)40762770
Note
Includes index.
Record Appears in
Added Author
Table of Contents
List of Figures and Tables
Acknowledgments
Introduction
Ch. 1
Trusts and Trustees
1
Ch. 2
Prudence in Perspective
19
Ch. 3
Managing a Trust Under the New Rule
35
Ch. 4
Investing Under the New Rule
49
Ch. 5
For Investment Managers
99
Ch. 6
For Lawyers
105
Ch. 7
For Trustees and Directors of Tax-Exempt Entities
127
Appendixes
133
App. 1
Specimen Trust
135
App. 2
Specimen Trust Digest
151
App. 3
The New Prudent Investor Rule
159
App. 4
Uniform Prudent Investor Act
163
App. 5
Uniform Management of Institutional Funds Act
171
App. 6
States That Have Passed the Uniform Prudent Investor Act and the Uniform Management of Institutional Funds Act
179
App. 7
Specimen Request for Proposal
183
App. 8
Specimen Preliminary Management Questionnaire
199
App. 9
Specimen Extensive Management Questionnaire
205
App. 10
Specimen Investment Management Agreement
217
App. 11
Specimen Statement of Investment Objectives
225
App. 12
Checklist for Monitoring an Investment Account
231
App. 13
Form ADV, Uniform Application for Investment Adviser Registration
237
Glossary
253
Index
273
About the Authors
281