Was the trust appropriately compensated for the risk that was taken?

Balancing risk and return for the trustBalancing risk and return is a trustee's central responsibility. Establishing a process of measuring the actual risk and return versus a series of key performance indicators (benchmarks) is a discipline every prudent trustee will follow. In this video, we will outline a process which helps the trustee measure whether excessive risk was taken or insufficient return was realized.

In this 2o-minute video, we will teach you:

  1. How to measure the risks of the trust assets
  2. How to establish appropriate benchmarks
  3. How to evaluate the investment manager's efficacy