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 model is right for your organisation.
Using short-term allocation adjustments to capture opportunities and mitigate portfolio risk.
Take a look at our Investment Committee Toolkit, designed to assist investment committees improve their investment outcomes.
SunTrust Foundations and Endowments Specialty Practice, discusses the importance of aligning your institution’s investments with your organizational values.
Active managers have faced recent challenges, amid rallying market benchmarks. As the investing landscape evolves, active managers’ approach will, as well.
Institutional managers have struggled to keep pace with market benchmarks in recent years as the bull market continues. But is a passive approach a better option? Let’s hear from two industry leaders.
The average investment committee has a finite number of opportunities to meet each year to review the portfolio and make decisions. Thus, it is even more critical to spend your valuable time measuring areas of importance.
This RFP format is designed to solicit detailed, specific responses. This format may be of great value if your organization is comparing technical aspects of services offered.
Make an informed decision about adding alternatives to your investment portfolio.
Consulting versus Discretionary
Benchmarks such as market indices or peer groups are among the most useful ways for organizations to evaluate and determine the most effective investment policies.
Most investors tend to keep their assets close to home, but this home-country bias could have negative repercussions. SunTrust’s Mike Hill explains how global diversification can impact your portfolio.
The decision to use active management, passive management or a blend of both is important. It is an evolving discussion that can be adjusted as organizational needs, the economy and financial markets change. But, it is important to remember that it is only one step in the investment process.
Is your current investment plan optimal for achieving your organization’s goals? Consider these three questions to help maximize your investment outcomes.
Kim Krause, Senior Investment Advisor, SunTrust Foundations and Endowments Specialty Practice, discusses how measuring what matters and using a combination of benchmarks will likely give fiduciaries the greatest perspective to answer the important question.
Your goal is to provide investment guidance that is closely aligned with your foundation’s governance and investment philosophy. However, overly prescriptive investment policy statements can restrict decision makers from pursuing the best interests of the organization and delay the decision-making process. Learn how to craft an IPS that is responsive to change here.
With the right coaching and resources, you and your investment committee can serve your fiduciary duty both honorably and successfully. Here are five tips to get started.
More organizations and individual investors are beginning to follow socially responsible investing (SRI) strategies. Which strategy is right for you?
Research and market experiences typically suggest that a diversified portfolio optimizes investors’ chances of meeting their goals. Is diversification still the right approach in today’s market?
Throughout this paper, we will explore ways in which committees can leverage and streamline
SunTrust Foundations and Endowments team outlines strategies for minimum distributions, qualifying distributions and over distribution, including tax implications.
Investment Committee Meeting Agenda.
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