By Quanda Allen, First Vice President, SunTrust Foundations & Endowments Specialty Practice
Share current LOB: commercial-corporate-banking
Establishing an effective spending policy for a foundation or endowment means balancing current and future needs. Listen to this podcast for best practices for creating a sustainable spending policy that serves your institutional mission.
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Bill Longan, Senior Investment Advisor, SunTrust Foundations & Endowments Specialty Practice and Elizabeth Horsley, Attorney with Williams Mullen discuss in greater detail specific sections of Uniform Prudent Management of Institutional Funds Act (UPMIFA), and the important guidance it offers to investment stewards.
In the second quarter of 2015, the dollar was strong, volatility picked up, and global concerns in China and Greece ratted stocks. Andy Richman and Fred Walls of SunTrust look back at the previous quarter and share what the current interest-rate environment could mean for fixed income portfolios.