Investments

Infographic: CFO Handbook: Five Steps to a Winning Investment Committee

How to build a winning investment committee

As CFO, you are obligated to act reasonably, prudently and in the best interest of your organization, to avoid negligence and fraud, as well as to eschew any conflicts of interest. A breach of any of those responsibilities can potentially expose you to personal liability for any damages incurred. What’s more, the breaches of fiduciary duty that do occur among association investment committees are born out of inexperience rather than ill intent. With the right combination of coaching and resources, you and your investment committee can serve your fiduciary duty both honorably and successfully. Start with these five helpful steps.

Infographic: CFO Handbook: Five Steps to a Winning Investment Committee
 

For more information on how to build a winning investment committee, contact your SunTrust relationship manager or investment advisor or find us online.

This content does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

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