Investments

Whitepaper: Discretionary vs Non-Discretionary Investment Management. What’s Right For Your Organization?

Whitepaper: Discretionary vs Non-Discretionary Investment Management. What’s Right For Your Organiza
 

The world of investing offers few absolutes, and this is no exception. 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 carefully weighed to determine which side of the scales you most gravitate towards. How much time, expertise and resources are board members and staff willing to devote to investment management? How large and complex is the portfolio you’re overseeing? Which model best aligns to the structure, composition and dynamics of your committee? And what is your organization’s overall comfort level with each approach?

For more information about different investment management options, 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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