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The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors

Tim Hatton, Donald B. Trone (Foreword by)
ISBN: 978-1-57660-183-9
Hardcover
May 2005
List Price: US $50.00
Government Price: US $25.50
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The New Fiduciary Standard: The 27 Prudent Investment Practices for Financial Advisers, Trustees, and Plan Sponsors (1576601838) cover image

Foreword (Donald B. Trone).

A Summary of the Five Steps and Twenty-Seven Practices.

Preface.

Acknowledgments.

Introduction.

PART ONE: MODERN PORTFOLIO THEORY.

Chapter One: Early Years.

Chapter Two: Practical Applications.

PART TWO: THE FIVE STEPS AND TWENTY-SEVEN PRACTICES.

STEP ONE: Analyze Current Position: Practices 1.1-1.6.

STEP TWO: Diversify—Allocate Portfolio: Practices 2.1-2.5.

STEP THREE: Formalize Investment Policy: Practices 3.1-3.7.

STEP FOUR: Implement Policy: Practices 4.1-4.4.

STEP FIVE: Monitor and Supervise: Practices 5.1-5.5.

APPENDIX I: Sample Investment Policy Statements.

APPENDIX II: Subsequent Performance of Mutual Funds: Past Winners' Uncertain Future.

NOTES.

Continuing-Education Exam for CFP Continuing-Education Credit and PACE Recertification Credit.

INDEX.

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