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Trusts & Trustees Advance Access originally published online on July 8, 2009
Trusts & Trustees 2009 15(7):626-632; doi:10.1093/tandt/ttp076
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© The Author (2009). Published by Oxford University Press. All rights reserved.

The importance for trustees to understand their tolerance to investment risk

James Martineau*

*James Martineau, Morton-Wilson Limited, The White House, Hilltop, Ombersley, Worcestershire WR9 0DP, UK; Tel: +44 1905 620545; Email: jmartineau{at}morton-wilson.co.uk

An important element in investment planning lies in having an understanding of the risk tolerance of investors. The adoption of a clear methodology will help identify mismatches in psychological and financial needs. Whilst there are a number of feasible alternatives where partners have significant differences in risk tolerance, this luxury is not available to trustees. This article explores the use of a scientifically developed measure of risk tolerance within a structured process and how this might be of long-term benefit to both trustees and beneficiaries of trusts.


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