Conference Materials

2018

Delegation of Fiduciary Investment Responsibilities

Wednesday, April 25, 2018 9:15 AM - 10:15 AM

Speaker

Todd Maloy

Chief Investment Of cer
EDWARD JONES TRUST COMPANY
St. Louis, Missouri

Speaker Bio

Session Description

Adoption of the Uniform Prudent Investor Act has created both opportunities and challenges for Trustees with respect to their investment responsibilities. As the market environment grows increasingly complex, and organizational resources evolve, rms are seeking solutions to help balance strategic priorities and day-to-day decision-making. In this session, we will discuss the current state of delegated investment management and prac- tical considerations for duciaries.

Session Material

Delegating Investment Authority Practical Considerations for Fiduciaries