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67 results on '"Uniform Prudent Investor Act"'

1. Impact Investing Under the Uniform Prudent Investor Act.

Author

Clark, Casey C. and Kirkpatrick, Andy

Subjects
Irrevocable trusts -- Investments -- Finance -- Laws, regulations and rules, Socially responsible investments -- Laws, regulations and rules, Government regulation, Company financing, Company investment, Uniform Prudent Investor Act
Abstract

Impact investing is a process designed to align environmental, social, governance, and faith-based goals with an investment portfolio. Most impact investing is done by endowments and foundations, whose dual mind-set [...]

Published
2018

2. Uncompensated risk: the orphan of modern portfolio theory.

Author

Sarenski, Theodore J. and Vernazza, J. Ben

Subjects
Risk management -- Methods -- Laws, regulations and rules -- Standards, Portfolio management -- Standards -- Laws, regulations and rules -- Methods, Government regulation, Risk management, Uniform Prudent Investor Act, Restatement (Third) of Trusts, Employee Retirement Income Security Act of 1974
Abstract

The Uniform Prudent Investor Act (UPIA) was promulgated by the Uniform Law Commissioners in 1994 and shortly thereafter enacted into law by nearly all states. The commentary to Section 3 [...]

Published
2017

3. CPAs' growing role in trust-owned life insurance planning

Author

Reyes, Chad L. and Adler, Robert J.

Subjects
Life insurance -- Management, Accountants -- Practice, Fiduciary duties -- Laws, regulations and rules, Estate planning -- Management, Duty of care (Law) -- Laws, regulations and rules, Government regulation, Company business management, Banking, finance and accounting industries, Business, Uniform Prudent Investor Act
Abstract

In Brief CPAs have a tremendous responsibility to provide individuals with timely and accurate information, especially in the realm of life insurance and estate planning. The authors examine issues related [...]

Published
2016

4. The uniform prudent investor and principal and income acts: changing the trust landscape.

Author

Cline, Christopher P.

Subjects
Trusts and trustees -- Laws, regulations and rules, Government regulation, Restatement (Third) of Trusts, Revised Uniform Principal and Income Act, Uniform Prudent Investor Act
Abstract

Editors' Synopsis: This Article examines the effects the Uniform Prudent Investor Act and the Revised Uniform Principal and Income Act have had on the investment decisions of trustees. Designed to [...]

Published
2008

5. Derivatives and the modern prudent investor rule: too risky or too necessary?

Author

Aalberts, Robert J. and Poon, Percy S.

Subjects
Derivatives (Financial instruments) -- Laws, regulations and rules, Fiduciary duties -- Laws, regulations and rules, Portfolio management -- Laws, regulations and rules, Risk management -- Laws, regulations and rules, Risk management, Government regulation, Restatement (Third) of Trusts, Uniform Prudent Investor Act
Published
2006

6. Promoting trustee adherence to the fiduciary duty of impartiality: a case for enacting unitrust conversion statutes in conjunction with equitable adjustment statutes.

Author

Arakaki, Kristi

Subjects
Trusts and trustees -- Laws, regulations and rules, Rate of return -- Laws, regulations and rules, Estate planning -- Laws, regulations and rules, Fiduciary duties -- Laws, regulations and rules, Return on investment, Government regulation, Uniform Prudent Investor Act, Uniform Principal and Income Act
Published
2005

7. Statutory techniques for balancing the financial interests of trust beneficiaries.

Author

DiRusso, Alyssa A. and Sablone, Kathleen M.

Subjects
Beneficiaries -- Laws, regulations and rules, Trusts and trustees -- Investments, Investments -- Management, Investments -- Methods, Government regulation, Company investment, Uniform Management of Institutional Funds Act, Uniform Principal and Income Act, Uniform Prudent Investor Act
Published
2005

8. Investing trust assets: prudence redefined.

Author

Gillett, Mark R.

Subjects
Trusts and trustees -- Management, Investment management -- Standards, Company business management, Oklahoma. Statutes (Okla. Stat. tit. 60, s. 175.60-175.72), Uniform Prudent Investor Act
Published
2004

9. Is the Prudent Investor Rule good for Texas?

Author

Schwartzel, C. Boone

Subjects
Investments -- Standards, Trusts and trustees -- Investments, Government regulation, Company investment, Restatement (Third) of Trusts, Uniform Prudent Investor Act, Uniform Principal and Income Act
Published
2002

11. The prudent investor rule and total net return investing.

Author

Mathieu, Elizabeth L.

Subjects
Investments -- Management, Fiduciary duties -- Laws, regulations and rules, Trusts and trustees -- Laws, regulations and rules, Uniform Prudent Investor Act, Uniform Principal and Income Act
Published
2000

12. Taming the efficient frontier: When should a trust fiduciary be required to use derivatives?

Author

Magrann-Wells, Richard

Subjects
INVESTMENT advisors, FIDUCIARY liability, DERIVATIVE securities, INVESTORS, PORTFOLIO management (Investments), ASSET management, FINANCIAL engineering, MONEY market, CAPITAL
Abstract

Trust officers are obliged to be conservative. The assets they manage are not their own. However, as this paper examines, a conservative approach to investing can sometimes demand that fiduciaries consider alternatives to traditional investing - even derivatives. In this paper, money managers are given a test to determine if they are bound to consider the use of derivatives. [ABSTRACT FROM AUTHOR]

Published
2010

14. Complex securities laws and the eligibility of trusts to make alternative investments.

Author

Mullaney, Stacy K.

Subjects
Investment advisers -- Laws, regulations and rules, Irrevocable trusts -- Laws, regulations and rules, Fiduciary duties -- Laws, regulations and rules, Trusts and trustees -- Laws, regulations and rules, Government regulation, Uniform Prudent Investor Act
Abstract

With the adoption of the Uniform Prudent Investor Act (UPIA), promulgated by the National Conference of Commissioners on Uniform State Laws in 1994, a broadened and diversified world of investing [...]

Published
2010

19. A global approach to diversification.

Author

Kirkpatrick, Andy

Subjects
Investments -- Management, Government regulation, Uniform Prudent Investor Act
Abstract

The National Conference of Commissioners on Uniform State Laws approved the Uniform Prudent Investor Act (the "Act") in 1994, and a majority of the states have since adopted it in [...]

Published
2008

20. Leaf hoppers and the Prudent Investor Act.

Author

Schiller, Keith

Subjects
Close corporations -- Investments, Trusts and trustees -- Laws, regulations and rules, Estate planning -- Laws, regulations and rules, Company investment, Government regulation, Uniform Prudent Investor Act, Uniform Principal and Income Act
Published
2007

22. Mitigating the legal duties of fiduciaries and financial advisors to manage stock concentration risk: conceptualizing and implementing a 'best practices' framework

Author

Boczar, Thomas J.

Subjects
Investment advisers -- Laws, regulations and rules, Investment advisers -- Surveys, Fiduciary duties -- Laws, regulations and rules, Fiduciary duties -- Surveys, Stocks -- Laws, regulations and rules, Stocks -- Surveys, Securities law -- Interpretation and construction, Government regulation, Banking, finance and accounting industries, Business, Uniform Prudent Investor Act
Abstract

The legal duties of fiduciaries and financial advisors to appropriately manage the risk of a concentrated single stock position are much broader and expanding more rapidly than most fiduciaries and [...]

Published
2007

24. New legislation holds trustees to a higher standard

Author

Braverman, Steven

Subjects
Trusts and trustees -- Practice, Trusts and trustees -- Reports, Banking, finance and accounting industries, Business, Revised Uniform Principal and Income Act, Uniform Prudent Investor Act
Abstract

As new legislation begins to take effect--specifically, the Uniform Prudent Investor Act (UPIA) and the Revised Uniform Principal and Income Act (UPAIA)--trustees are under increasing pressure to exercise best practices [...]

Published
2006

25. What every trustee should know about investing.

Author

Mead, Hudson and Post, Karen

Subjects
Trusts and trustees -- Powers and duties, Portfolio management -- Laws, regulations and rules, Government regulation, Uniform Prudent Investor Act
Published
2006

28. Dealing with controversy: a trustee's investment dilemma.

Author

Zaluda, Jeffrey A.

Subjects
Trusts and trustees -- Powers and duties, Portfolio management -- Laws, regulations and rules, Government regulation, Uniform Prudent Investor Act, Restatement (Third) of Trusts
Published
2003

31. Implementing total return trusts.

Author

Lee, Paul S.

Subjects
Portfolio management -- Methods, Trusts and trustees -- Taxation, Uniform Prudent Investor Act, Uniform Principal and Income Act, Internal Revenue Code (I.R.C. 643(b))
Published
2003

33. Life settlements and trust accounts: a possible modification of the trustee's responsibility?

Author

Miller, Dean Edward

Subjects
Life insurance trusts -- Laws, regulations and rules, Fiduciary duties -- Laws, regulations and rules, Uniform Prudent Investor Act
Abstract

In a life settlement a life insurance policy on the life of a healthy senior is bought, with the buyer paying the premiums and expecting to realize the eventual benefit. The author traces the effects of this business on the fiduciary duties of life insurance trustees.

Published
2002

36. Protecting against ERISA liability of 'sideline' nonfiduciary advisors.

Author

Brandi, Jay T.

Subjects
Employee benefits -- Cases, Liability (Law) -- Cases, Harris Trust & Savings Bank v. Salomon Smith Barney, Inc. (530 U.S. 238 (2000)), Employee Retirement Income Security Act of 1974, Uniform Prudent Investor Act
Abstract

The author discusses the a Supreme Court ruling that broadened the potential civil liability exposure of non-fiduciary advisors, such as unions, attorneys, and accountants, under ERISA benefit plans. The possible impact of the Uniform Prudent Investor Act, which as been adopted in many states, is also covered.

Published
2001

37. Diversification and other investment issues of charitable and other trusts.

Author

Schlesinger, Sanford J. and Mark, Dana L.

Subjects
Charitable trusts -- Investments, Portfolio management -- Laws, regulations and rules, Uniform Prudent Investor Act
Abstract

The authors discuss investment management options for charitable and other trusts in light of the Uniform Prudent Investor Act.

Published
2001

39. The Uniform Prudent Investor Act: trust drafting and administration.

Author

Cline, Christopher P. and Jory, Marcia L.

Subjects
Trusts and trustees -- Laws, regulations and rules, Uniform state laws -- Interpretation and construction, Fiduciary duties -- Laws, regulations and rules, Uniform Prudent Investor Act
Abstract

The authors discuss the influence that provisions of the Uniform Prudent Investor Act will have on trust planning and administration.

Published
1999

40. No load insurance and trustee duties under the prudent investor rule.

Author

Collins, Patrick J.

Subjects
Trusts and trustees -- Powers and duties, Fiduciary duties -- Laws, regulations and rules, Life insurance -- Management, Uniform Prudent Investor Act
Abstract

Fiduciary duty issues concerning trust-owned life insurance policies are examined with a focus on the Uniform Prudent Investor Rule. The author suggests that trust law is in need of modernization to provide adequate guidance to trustees.

Published
1999

45. The prudent investor rule: planning implications for the millennium.

Author

Anderson, Rozlyn L.

Subjects
Estate planning -- Laws, regulations and rules, Beneficiaries -- Protection and preservation, Fiduciary duties -- Standards, Investments -- Standards, Trusts and trustees -- Laws, regulations and rules, Uniform Prudent Investor Act
Published
1998

47. Robo-Advisers Aren't All They're Cracked Up to Be

Author

Fein, Melanie L.

Subjects
Investment management -- Laws, regulations and rules, Investment advisers -- Laws, regulations and rules -- Technology application -- Compensation and benefits, Fiduciary duties -- Laws, regulations and rules, Conflicts of interest -- Laws, regulations and rules, Government regulation, Technology application, Banking, finance and accounting industries, Business, Economics, Uniform Prudent Investor Act, Employee Retirement Income Security Act of 1974
Abstract

Byline: Melanie L. Fein Robo-advisers are new in the financial marketplace. They serve investors who are comfortable investing through the Internet but still feel the need for investment guidance. Robo-advisers [...]

Published
2015

50. Do-it-yourself investment fiduciary.

Author

Collins, Patrick J. and Chambers, Jon C.

Subjects
Fiduciary duties -- Laws, regulations and rules, Uniform Prudent Investor Act
Published
2001

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