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:
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:
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:
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:
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).
SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.
The Carousel of Concerns, a mainstay of this bull market, continues to turn. As one worry recedes and another comes to the forefront, we anticipate modestly positive year ahead. Here are the key themes to watch out for in 2019.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
Understanding your fiduciary duty means having a firm grasp of investment-related topics and recognizing how decisions you make as a board member impact your not-for-profit organization.
The Opportunity Zones initiative provides potential opportunities for not-for-profit organizations to better their communities through strategic investment. Learn more.
For details about Wire Transfers with SunTrust, call 1.800.947.3786 – options 1 & 4
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