Autumn 2016 Investor Agenda

Welcome to our autumn edition of Investor Agenda.

This is a shorter edition than usual – the flow of consultations and new regulations has not surprisingly slowed over the summer. We major on the summer’s “big ticket item” of Brexit, however, with a useful article highlighting what trustees should be thinking about and asking in relation to their investments.

We also cover a “rare bird” – a High Court case about trustees’ investment duties. As so often is the case, it emphasises that where trustees take and critically evaluate professional advice it can offer some protection against liability. It also reiterates the need for regular review of investment strategy.

We hope you enjoy this edition. If you have any comments or would like to discuss in more detail any of the issues discussed, please do get in touch.

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