A fiduciary approach to fund due diligence and what to do with Pimco funds
Posted by Bennett Aikin on December 10, 2014 in Fiduciary Basics
As redemptions from Pimco reach $100 billion in the wake of departures by both Bill Gross and Mohamed El-Erian, investors and advisors still holding Pimco funds are left to figure out if they too should be making changes to their portfolios. Fiduciaries, however, need to be deliberate in their decision-making. Context is everything and it would be a mistake to act rashly and without a clear rationale for how a particular decision is ultimately the best decision for the portfolio.
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