STEP Guide to Trusts and Investments
What is the investment role
of a professional trustee? What is active asset allocation? This
and more are covered in the STEP Guide to Trusts and
Investments.
The guide covers modern investment law and practice for trustees
and their advisors. Investment jargon is dispensed with and
complex investments explained by experts in easy-to-read
language.
Contents
- Trustee investment: law and modern practice
- Trustee’s powers of investment
- The trustee’s duty of care
- Trustee’s power to delegate
- Investments
- The role of active asset allocation
- Stocks
- Bonds
- Money market securities
- Collective investment vehicles
- Hedge funds
- Structured/derivative products
- Private equity/venture capital
- Real estate
- Chattels
- Philanthropy
To order your copy please complete the order form and send it to STEP PUBLICATION
ORDERS, STEP Worldwide.
Alternatively, email orders@step.org with your
request along with your VISA/Mastercard/Maestro/American Express
details. A receipted invoice will be sent with your
publication.
STEP Member: £55.00 (plus P&P)
Non-Members: £195.00 (plus P&P)