new prudent investor rule

CFA Level II
#1

The new Prudent Investor Rule includes eight key factors that the trustee should consider when investing and managing trust assets: ␣ Whether any assets have a special relationship to the requirements of the beneficiary or the trust. i’m not really clear on the 8th one. Can someone give me an example? It’s not related to unique circumstances is it?

#2

I’ll pretend i did not read your post because I have no clue what you are talking about =)

#3

Example: The trust dictates that a particular piece of real estate be kept for a future generation.

#4

thanks robert! it helps