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

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

توضیحات

Finally, a clear guide to fulfilling your fiduciary responsibility

Here, for the first time, The New Fiduciary Standard

  • Clarifies the fiduciary requirements facing today's financial advisers and plan sponsors
  • Incorporates and expands on the Five Steps and 27 Prudent Practices articulated by the Foundation for Fiduciary Studies
  • Explains in detail, with research findings and real-world illustrations, this the only widely accepted method for ensuring that your advice to clients fulfills the letter and spirit of a fiduciary's duties
  • Includes guidelines and sample documents—plus a valuable review of portfolio theory

Long anticipated, much needed, The New Fiduciary Standard walks professionals you through an organized process for making informed, consistent, and defensible investment decisions.

"The New Fiduciary Standard helps fiduciaries understand the practical application of their duties, provides a range of reference materials, encourages fiduciaries to adhere to a higher standard, and breeds a high expectation for achievement for both fiduciary and their client."
—From the AICPA's Note to the Reader

Tim Hatton, a Certified Financial Planner practitioner and Certified Investment Management Analyst, earned the designation of Accredited Investment Fiduciary at the Center for Fiduciary Studies, the nationally recognized training organization affiliated with the Foundation for Fiduciary Studies. He is founder and president of Hatton Consulting Inc., a registered investment adviser, in Phoenix. Prior to starting that firm, he served thirteen years with Morgan Stanley, most recently as senior vice president of investments. He holds a BS in Business Administration from the University of Arizona.
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.