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A Framework for Compliance with the Prudent Investor Act Or… Why You Did What You Did When You Did It
Trustees and investment committee members for foundations and endowments are fiduciaries who are held to the high standard of a prudent investor acting under similar circumstances.01 Unfortunately, many trustees lack the time, experience, or training to meet this responsibility. Delegating investment duties to an advisor does not absolve trustees of their distinguishable duties of care.
1 Self-Study Credit
All
Standard
Non-Member
$20.00
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