Case Study

How SunTrust’s higher education team customized an investment approach for a diverse system of public institutions

How SunTrust’s higher education team customized an investment approach for a diverse system of public institutions

Pages 2 Pages

Company Overview: Using Insights to Help the System and the Individual Institutions Realize Smart Growth: SunTrust’s relationship with the entity goes back to the 1940s, when the bank’s primary responsibility was to manage certain pools of assets for the university system office. In 1991, the SunTrust team expanded the relationship when it proposed the idea of a pooled investment fund program to the Vice Chancellor for Business and Finance. The Vice Chancellor and the system were convinced the flexible strategy could benefit both large and small institutions through convenience and low fees. SunTrust began the program on a trial basis, with a limited number of participating institutions and roughly $20-$25 million of new assets added to existing managed funds. Participation quic

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