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A thoughtful approach to constructing your portfolio

The investment experience of your portfolio impacts the ability of your organization to fulfill its mission. How do your short and long term goals reflect themselves in your investment strategy? Is your spending policy balancing the needs of the present and the responsibility to the future? What role does potential portfolio volatility play in your planning?

At SunTrust, our investment philosophy carefully accounts for each of these individual considerations, allowing us to take advantage of short-term tactical opportunities while staying grounded in the four fundamental truths that we believe consistently deliver successful outcomes:

Invest with a Purpose
The unique needs of each not-for-profit client should dictate the investment decision-making process.

Adhere to a Disciplined Process
An investment process designed for perpetual pools of capital has a long-term focus and resists emotionally motivated decisions.

Mitigate Unnecessary Risk
Disciplined and thoughtful diversification can mitigate risk.

Select Investment Solutions Wisely
Thoughtful and informed portfolio construction and manager selection can add value.

What investment solution is right for your not-for-profit?

Depending on the complexity of your portfolio and the in-house resources available, you may choose to outsource all or part of your investment management:

Discretionary investment management
An end-to-end Outsourced CIO solution through which we provide investment policy design, asset allocation, strategic implementation, manager selection, and ongoing portfolio monitoring and rebalancing. Services include:

  • Investment policy creation and refinement
  • Spending policy development
  • Strategic asset allocation guidance
  • Tactical asset allocation implementation
  • Rigorous investment manager due diligence
  • Active management and efficient policy execution
  • Economic and market insights
  • Focus on risk management
  • Performance analysis, reporting and review
  • Liquidity management
  • Industry best practices
 

Non-discretionary investment management
SunTrust partners with your in-house investment team to deliver a wide range of support solutions that encompass custody, custom reporting and investment consulting including:

  • Investment policy consultation
  • Asset allocation, manager, and investment recommendations
  • Market and portfolio performance review

Want to learn more about SunTrust’s Foundations and Endowments Specialty Practice?

Call us at 866.223.1499 to explore our full range of capabilities, or to schedule an in-person meeting with one of our specialists.

Discretionary vs Non-Discretionary Investment Management: What’s Right for You?

There’s no right or wrong approach when it comes to deciding on a discretionary or non-discretionary investment model for your organization. Instead, a multitude of factors need to be weighed carefully.

Read the White Paper >

Strategic Moves and Tactical Overlays

“How often will you rebalance our portfolio? What sort of events would prompt a shift in our asset allocation?” These are questions that we are often asked by our clients’ investment committees. The simple answer is that it should be dictated by the guidelines of your institution’s Investment Policy Statement (IPS).

Read the White Paper >

Want to explore more Foundations & Endowment resources?

Foundations & Endowments Resource Center >

Resource Center

  • Looking a Gift-Horse in the Mouth

    Because each individual nonprofit has a unique mission and goals, the provisions of their gift acceptance policies also need to be distinct. Once you establish your policy, periodically review it to ensure it remains aligned with your mission, risk profil

  • The Dynamic Investment Policy Statement

    Your goal is to provide investment guidance that is closely aligned with your foundation’s governance and investment philosophy. However, overly prescriptive investment policy statements can restrict decision makers from pursuing the best interests of the

  • 4 Strategies to Mitigate Unnecessary Endowment Risk

    Nonprofits should always consider the old adage that the best time to buy an umbrella is when the sun is shining. Portfolio uncertainty and the prospect of significant losses have the potential to reverberate throughout your organization for years to come

  • Ensuring the Future of Your Nonprofit Through Planned Giving

    Being thoughtful and strategic in building a planned giving program alleviates concern and establishes an appropriate structure that aligns with your organization’s purpose, needs and objectives. To start, become proficient in planned giving basics and th

  • Podcast: Why Diversification Is Still the Right Approach

    Research and market experiences typically suggest that a diversified portfolio optimizes investors’ chances of meeting their goals. Is diversification still the right approach in today’s market?

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