Conference Materials

2023

My How Prudence Has Changed: The Prudent Investor Rule for the Contemporary Fiduciary

Wednesday, May 3, 2023 2:15 PM - 3:15 PM

Speaker

Suzanne Shier

Session Description

The Prudent Investor Rule is the guide-star of fiduciary investment. It is the “must know it” concept that is the cornerstone of the processes and procedures of risk management for fiduciary investment. While the Rule itself pre-dates all of us, the Rule has changed as investments and financial institutions have evolved. In this session we will revisit the fundamentals of the Rule and examine its application in wealth management today.

Session Material

Session Material