Investment Monitoring

The role of a trustee is to hold assets for the benefit of the beneficiaries of the trust and to have the administrative control of such assets in order to invest them in an appropriate manner.

Asset investing is complex and trustees should seek advice on investment decisions from experienced professionals or delegate the investment management function entirely to an agent. Such agents must be monitored closely to ensure that the scope and terms of the delegation is consistent with the purposes and terms of the trust. Reviewing and monitoring the agent’s actions ensures full compliance with the terms of the delegation and guarantees cost-efficiencies.