Investment Standards

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August 25, 2024 3 min read Definitions
Prudent-Man Rule: Investment Standard for Fiduciaries
Finance Law Investments Fiduciaries Trust Law Investment Standards Risk Management
The Prudent-Man Rule is a standard adopted by some U.S. states to guide fiduciaries responsible for investing the money of others. It mandates acting with discretion, intelligence, and caution, aiming to seek reasonable income and preserve capital.
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August 24, 2024 3 min read Definitions
Global Investment Performance Standards (GIPS): Definition, Uses, and Benefits
Finance Investments GIPS Performance Reporting Investment Standards Compliance Investment Management
A comprehensive overview of the Global Investment Performance Standards (GIPS), their definitions, uses, benefits, and implications for investment managers worldwide.
Read more about Global Investment Performance Standards (GIPS): Definition, Uses, and Benefits.

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