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
Your investments should do something, not just be something. Investing without a clear plan is like driving without a clear destination.
Adhere to a Disciplined Process
Our consistent and disciplined approach helps you weather market fluctuations, while still providing enough flexibility to capture near-term opportunities.
Mitigate Unnecessary Risk
We help to mitigate your investment risk through diversification, rebalancing and the pursuit of a total return strategy.
Select Investment Solutions Wisely
We select the optimal mix of investments that aligns with your needs not ours.
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:
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:
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.
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.
“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).
Make an informed decision about adding alternatives to your investment portfolio.
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 the functions of various giving vehicles. Take time to carefully analyze your current donor base to determine the potential opportunity for split interest arrangements. Finally, garner organizational buy-in and begin to create the necessary marketing and administration infrastructure.
SunTrust Foundations and Endowments Specialty Practice, provides things to consider before deciding on which option is best for formalizing philanthropy.
SunTrust Foundations and Endowments Specialty Practice, answers 17 frequently asked questions about starting a private foundation.
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
For details about Wire Transfers with SunTrust, call 1.800.947.3786 – options 1 & 4
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