Assertion: trust's trustee | /r/CapableOf | consider among factor
Facets:
value: in formulating the investment strategy
type: TEMPORAL
Source sentences:
text: Among the factors a trustee may consider in formulating the investment strategy and the asset portfolio are (1) general economic conditions; (2) the possible effect of inflation or deflation; (3) the expected tax consequences of investment decisions or strategies;(4) the role that each investment or course of action plays within the overall trust portfolio, which may include financial assets, interests in closely held enterprises, tangible and intangible personal property, and real property; (5) the expected total return from income and the appreciation of capital;(6) other resources of the beneficiaries; (7) needs for liquidity, regularity of income, and preservation or appreciation of capital; and (8) an asset's special relationship or special value, if any, to the purposes of the trust or to one or more of the beneficiaries.