Principal and Income Act Analysis

Case Study

prudent administration for a trustee

Does a trustee have the authority to make adjustments between income and principal?

This case study illustrates the process we followed to explore one trustee’s authority to make adjustments between income and principal and options for how they might do so.

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Anodos-is

We do what trustees should do, but don't know how

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