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The Need for a Trust-Level Investment Policy Statement

The absence of one may create unnecessary liability.
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It’s hard to watch or read the news without seeing another story about the sharp downdraft in financial markets. And although bear markets eventually spur bull markets, bear markets also spur litigation by disgruntled investors. For trustees, this risk is particularly acute given the higher standards imposed on them and the personal liability associated with failing to attain those standards.

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