Aligning Investment & Trust Distribution Policy: Meeting Fiduciary Duty in a Total Return World


Aligning investment strategies and anticipated investment returns with trust distribution policies is both an art and a science. The science is regulated by laws and fiduciary responsibilities and the art is all about weathering the current market environment, anticipating governmental and tax law changes and aligning asset allocation to meet the demands of the anticipated distributions. 

Date Published: Wednesday, October 2, 2013

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