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标题: Prudent Man vs. Investor ? [打印本页]

作者: BC_MBA_student    时间: 2011-7-13 16:46     标题: Prudent Man vs. Investor ?

This may be a little too deep in the weeds, but the Prudent Investor Rule mentions investments should be viewed in the context of the total portfolio (rather than investment by investment) and trustee's have a duty to diversify (unless it would be harmful to do so... low cost basis stock).

My question is... Does the Prudent Man Rule also state one has a duty to diversify?

I know each investment on it's own must be evaluated under the old man rule, but not sure if old man specifically states it's prudent to diversify too.



Edited 2 time(s). Last edit at Friday, June 4, 2010 at 05:03PM by dhwit.
作者: onelife1    时间: 2011-7-13 16:46

don't think it states there is a duty to diversify
作者: Uranus08    时间: 2011-7-13 16:46

There wasn't many choices in terms of investments so it was hard too also




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