Fiduciary Investment Handbook

The vast majority of the nation’s investable wealth is in the hands of investment fiduciaries —the more than five million men and women who have the legal responsibility for managing someone else’s money. Investment fiduciaries include investment advisors, trustees, and investment committee members —many of whom are either CPAs, or advised by CPAs. This section will discuss the importance of being a fiduciary and what steps you need to take when you are serving in that capacity.

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Prudent Investment Practices Handbook Factsheet

Overview : Prudent Investment Practices: A Handbook for Investment Fiduciaries ("the Handbook") identifies practices that prescribe a timeless and flexible process for successful investment management decision-making. Copies of the Handbook can be ordered online.
Published on August 26, 2010

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