Trustees are often not investment gurus – but Matthew Spencer of Credit Suisse says his company’s Portfolio Risk Analyzer can help simulate expertise
Trustees have a tough job. They have the obligation to consider investment risks on behalf of their beneficiaries and at the same time attempt to invest the assets following the prudent investor rule. Generally, trustees are experts in understanding and managing trusts, but not the underlying investments.
This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.
To view this content, please continue to their sites.
Not a Lexis Subscriber?
Subscribe Now
Not a Bloomberg Law Subscriber?
Subscribe Now
LexisNexis® and Bloomberg Law are third party online distributors of the broad collection of current and archived versions of ALM's legal news publications. LexisNexis® and Bloomberg Law customers are able to access and use ALM's content, including content from the National Law Journal, The American Lawyer, Legaltech News, The New York Law Journal, and Corporate Counsel, as well as other sources of legal information.
For questions call 1-877-256-2472 or contact us at [email protected]
