Investment Governance for Trustees

Anodos develops and maintains an investment governance process for trustees so that their fiduciary duties are fulfilled.

What We Do

We develop policies, execute procedures, and maintain a compliance library for trustees.

Who We Help

We do this work for individual trustees, ERISA fiduciaries, foundation and endowment board members, and business managers.

How We're Different

Investment governance is all we do. We don’t manage money, sell insurance or accept referral fees. We don’t have a horse in the race.

Featured Articles

Investigate

A trustee’s duty to investigate conflicts of interest

Duty to Investigate: Section 2(d) of the UPIA directs, “A trustee shall make a reasonable effort to verify facts relevant to the investment and management of trust assets.” In response...
Duty re Liquidity or “What’s the Game Plan?”

Duty re Liquidity or “What’s the Game Plan?”

Statutory Considerations: Section 2(c)(7) of the Uniform Prudent Investor Act directs that, “Among circumstances that a trustee shall consider in investing and managing trust assets are… needs for liquidity, regularity...
Risk-1

A Trustee’s duty to monitor the risk within the trust portfolio

Duty to Establish Risk Expectations:  Section 2(b) of the Uniform Prudent Investor Act directs that “A trustee's investment and management decisions respecting individual assets must be evaluated not in isolation...