Investment
หน้าที่ผู้ดูแลผลประโยชน์
A legal and ethical obligation requiring portfolio managers and trustees to act in the best interests of clients or beneficiaries, prioritizing loyalty, prudence, and full disclosure (CFA Institute, ERISA, SEC, MiFID II).
Quick answer: A legal and ethical obligation requiring portfolio managers and trustees to act in the best interests of clients or beneficiaries, prioritizing loyalty, prudence, and full disclosure (CFA Institute, ERISA, SEC, MiFID II).
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Quick answer
A legal and ethical obligation requiring portfolio managers and trustees to act in the best interests of clients or beneficiaries, prioritizing loyalty, prudence, and full disclosure (CFA Institute, ERISA, SEC, MiFID II).
Why it matters
หน้าที่ผู้ดูแลผลประโยชน์ matters because it supports clear communication in Investment contexts for Financial Analysts, Bankers, and Traders. It also connects to aviation training and exam language such as CFA, ACCA, and FRM.
Editorial context
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Definition
A legal and ethical obligation requiring portfolio managers and trustees to act in the best interests of clients or beneficiaries, prioritizing loyalty, prudence, and full disclosure (CFA Institute, ERISA, SEC, MiFID II).
Operational example
Fiduciary duty compels asset managers to avoid conflicts of interest and provide transparent reporting to clients and beneficiaries.
Localized term
หน้าที่ผู้ดูแลผลประโยชน์
Localized example
หน้าที่ผู้ดูแลผลประโยชน์กำหนดให้ผู้จัดการสินทรัพย์หลีกเลี่ยงความขัดแย้งทางผลประโยชน์และให้รายงานที่โปร่งใสแก่ลูกค้าและผู้รับผลประโยชน์
Definition language
English reference definition
Source
CFA Institute, IFRS Foundation, FASB (GAAP), Basel III Framework
Target audience
- Financial Analysts
- Bankers
- Traders
