2022 Trust Examiner School - Presentations

Internal Use Only

Investments & Securities

Asset Allocation Models: Range from conservative to aggressive

• Conservative = less risky • Aggressive = more risky Approach to allocation models & percentages vary, but must be documented

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Internal Use Only

Investments & Securities

Examples of Asset Allocations:

Capital Preservation

Income/Modest Growth

Balanced

Growth/Modest Income

Other Asset Mix

Growth

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