The Endowment Funds are invested in terms of the Charities and Trustee Investment
(Scotland) Act 2005.
expertise varies widely, and new trustees face steep learning curves that can take years.
On the back of the Legal Services Act, more and more solicitors and IFAs are creating joint ventures to offer trustee investment
added the Discretionary Trustee Investment
Management service (http://www.
The investment management team and the Institute's Board of Trustee Investment
Committee's goal is to provide increased support for the Institute's academic and research programs through excellence in its investment management.
Indeed, under the terms of the Trustee Act 2000, Trustee Act (Northern Ireland) 2001 and Charities and Trustee Investment
(Scotland) Act 2005, trustees have a statutory obligation to ensure that trust assets are invested in an appropriate manner.
He anticipated the WARC challenge with a prophet's insight: in his time he diagnosed and denounced "the banker mentality" which is now so widely entrenched in our church as well as our culture (for example, in our trustee investment
policies) as to be all-controlling.
16046) articulate new standards for trustee investment
performance, measuring a trustee's performance in terms of the total investment return (i.
The firm, in Station Square, city centre, said the draft Charities and Trustee Investment
(Scotland) Bill was in progress.
Clr Beever said: "This initially goes back to 1920, but in substance it relates to the Trustee Investment
Act of 1961.
I am the trustee but I cannot find a safe investment such as a bank or building society account which caters for a trustee investment
under a will trust.
Long term trusts, eg for grandchildren, require proper compliance with trustee investment
powers and duties.