Trustees' Investment Obligations and Best Practice - Presentation by Juliet Moses at the NZICA Trust Conference 2014, Auckland and Wellington.
Juliet Moses gave a presentation at the New Zealand Institute of Chartered Accountants’ 2014 Trust Conference in Auckland (05/06/2014) and Wellington (19/06/2014) to provide guidance in ensuring the investment duties of trustees are complied with.
Juliet’s presentation highlighted and explained:
- The law under the Trustee Act 1956 and relevant case law, including as it relates to modern portfolio theory, capital preservation and diversification.
- The appropriate provisions in trust deeds.
- The use and documentation of an investment strategy, investment managers and pooled products.
- The Law Commission’s developments and proposals in relation to trustee investing and the potential ramifications for the law of trusts.