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Hot Topic Reporting season
On the Money
4 mins to read

How should trustees invest?

ANALYSIS: A trustee should be more cautious and take less risk than if the trustee were investing for him/herself.

Professional trustees have critical role in ensuring an investment portfolio is managed well.

My recent articles looking at discretionary investment management services (DIMS) highlighted the critical role that independent, professional trustees have in ensuring that an investment portfolio is managed well. The series briefly rehearsed what best practice strategies looked like particularly

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Brent Sheather Sun, 15 Oct 2023
Contact the Writer: brent@cpam.co.nz
News tip? Question? Typo? Let us know: editor@nbr.co.nz
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How should trustees invest?
On the Money,
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