Prudent Portfolio Management
Course Number: PPM1
Course Code: ABA 358
Outlines characteristics of a prudent portfolio manager, factors that demonstrate prudence in a court of law, and investment standards put forth in the Uniform Prudent Investor Act. Explores potential tax ramifications of diversification and how the purpose of the Uniform Principal and Income Act can be achieved.
After completing this course, students will be able to:
– Explain the Prudent Person Rule
– Describe the standards put forth in the Uniform Prudent – Investor Rule and the Uniform Principal and Income Act
Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs