Natural biases and tendencies can impact how an institution manages its endowment. Recognizing these traits is the first step toward conquering them.
The Opportunity Zones initiative provides potential opportunities for not-for-profit organizations to better their communities through strategic investment. Learn more.
As socially responsive investing continues to gain popularity, organizations should consider how environment, social and governance criteria could make an impact on their investment strategy.
A few basic tips can help ensure the future success of your not-for-profit organization.
Impact investing is all about using capital to effect positive change while also generating financial returns. In this way, the practice is distinct from ESG investing.
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?
Alternative investments are used in many investment portfolios to manage risk and allow for further diversification. But they must be used strategically to be most effective.
Many organizations adopt a primary investment objective of inflation plus their annual spending rate as a metric. But adhering to a particular rate of return may present challenges going forward.
Learn how a century-old healthcare-oriented Foundation aligned its investment portfolio with the organization’s mission (and came out ahead).
Make an informed decision about adding alternatives to your investment portfolio.
Nonprofits should always consider the old adage that the best time to buy an umbrella is when the sun is shining. Portfolio uncertainty and the prospect of significant losses have the potential to reverberate throughout your organization for years to come
Take a look at our Investment Committee Toolkit, designed to assist investment committees improve their investment outcomes.
Why today’s organizations have a historic opportunity to leverage their short-term capital through a three-tiered approach.
Despite the growth and high level of interest in Socially Responsive Investing (SRI), there are a few fundamental questions that remain.
Fixed Income (Bonds): Providing Income and Protecting Principal – Still the Case?
Many organizations strive for an annual investment return of consumer price index plus five percent. But how reasonable is this goal in today’s market environment?
Consulting versus Discretionary
SunTrust Foundations and Endowments Specialty Practice, discusses the importance of aligning your institution’s investments with your organizational values.
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.
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.
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.
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.
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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