Investments

Whitepaper: Benchmarking Basics - A Fiduciary Perspective

Whitepaper: Benchmarking Basics - A Fiduciary Perspective
 

Our team of Investment Advisors meets regularly with non-profit organizations and their fiduciary boards and investment committees to develop and refine investment policies. Often, the conversation turns to measuring the success of the investment program and setting appropriate benchmarks. To assist fiduciaries in answering the important question of "How are we doing?" this paper will address:

For more information about benchmarks, contact your SunTrust relationship manager or investment advisor, call us at 866.223.1499 or visits us at www.suntrust.com/nonprofitinsights.

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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