Creating a Dynamic Investment and Spending Policy

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A formalized process of adopting an investment policy statement (IPS) clarifies goals and expectations, articulates risk tolerances, and establishes decision-making processes.

To discuss this key process, Quanda Allen, director of practice development within the Foundations and Endowments Specialty Practice at SunTrust Bank, joins Kim Krause, SunTrust Senior Investment Advisor. Together, they will cover key questions to consider and discuss how to structure your IPS, including governance roles and responsibilities; asset allocation guidelines; measurement, monitoring and rebalancing; and liquidity needs and spending policies. 

Get more information about SunTrust  Foundations and Endowments specialty  practice, call 866.223.1499 or contact your Client Manager. Learn more about the SunTrust Foundations and Endowments specialty practice.

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