Case Study: Asset Allocation for Long Term Reserves

Association members meeting in conference room

During the summer of 2012, a member-based global association of researchers, corporate manufacturers and retailers remained hesitant to assume equity market risk in the aftermath of the subprime meltdown. Both staff and volunteer board members nevertheless understood that, as fiduciaries, they needed to align the organization’s investments with its long-term goals, as well as with the portfolios of associations with similar goals.

In the role of Outsourced Chief Investment Officer (OCIO), SunTrust partnered first with the Board Treasurer and the Finance committee to fully understand the organization’s investment goals and expectations. This process included an exhaustive discussion of the following:

  • The organization’s mission
  • Cash flow variability
  • Level of risk tolerance
  • Spending and liquidity needs
  • Return requirements

Here are the results:

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