Trusts & Trustees Advance Access originally published online on February 7, 2009
Trusts & Trustees 2009 15(2):89-95; doi:10.1093/tandt/ttn128
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© The Author (2009). Published by Oxford University Press. All rights reserved.
Key issues for trustees on asset management and the impact of the credit crunch
*Guy Paterson, Family Investment Office, Unigestion, Unigestion (UK) Ltd, 105 Piccadilly, London W1J 7NJ. Tel: + 44 (0) 207 529 41 50; Email: gpaterson{at}unigestion.com. Unigestion (UK) Ltd is a specialist institutional asset management firm.
In this article, the key issues which trustees face in their relationship with the investment industry are examined including the main sources of investment advice, identifying and avoiding conflicts of interest, setting investment strategies, investment policy statements and key lessons from the credit crunch.