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Investments

Advisory Solutions

Sterling Capital's Advisory Solutions Team provides customized multi-asset class models for financial professionals and institutional clients.

Services

  • Fully-customizable portfolio construction and maintenance
  • Dedicated team, ongoing fiduciary oversight, immediate and simplified execution
  • Proprietary, low tracking error institutional asset allocation modeling
  • Rigorous manager screening and ongoing monitoring
  • Access to top investment managers: SMA, mutual fund, ETF, hedge funds, etc.
  • Significant scalability
  • Investment policy consultation and compliance
  • Comprehensive reporting and analytics
  • Environment, social and governance (ESG) capabilities
  • Culture of risk management
  • Marketing and sales support

Models

Investment Strategy

  • Seeks to generate excess return versus the MSCI ACWI IMI Index
  • Constructs a global portfolio of investment managers
  • Utilizes Sterling Capital Management’s asset allocation framework

Process

Asset Allocation

  • One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
  • Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk

Manager Selection

  • Initial Screening Requirements
  • Manager Search & Selection Process
  • Ongoing Monitoring

Portfolio Construction

  • Investment strategies are combined to produce a favorable risk and return profile
  • All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy

Investment Strategy

  • Seeks to generate excess return versus the 60% MSCI ACWI IMI/40% Bloomberg U.S. Aggregate Blended Benchmark
  • Constructs a global portfolio of investment managers
  • Utilizes Sterling Capital Management’s asset allocation framework

Process

Asset Allocation

  • One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
  • Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk

Manager Selection

  • Initial Screening Requirements
  • Manager Search & Selection Process
  • Ongoing Monitoring

Portfolio Construction

  • Investment strategies are combined to produce a favorable risk and return profile
  • All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy

Investment Strategy

  • Seeks to generate excess return versus the Bloomberg U.S. Aggregate Index by implementing a top-down, relative value process with top money managers
  • Analysts create a portfolio that is optimally-positioned to take advantage of short term market dislocations and long term relative values
  • Portfolio strives to generate consistent risk-adjusted returns while providing liquidity and capital preservation

Process

Macroeconomic Analysis

  • Domestic and global economic conditions
  • Monetary policy
  • Fiscal policy

Market Outlook

  • Inflation expectations
  • Interest rates
  • Yield curve shape
  • Volatility

Portfolio Structure

  • Duration positioning
  • Yield curve segmentation
  • Sector allocation

Manager Selection

  • Initial screening requirements
  • Manager search and selection process
  • Ongoing monitoring

Investment Strategy

  • Seeks income and capital appreciation by investing in a broad range of income-generating asset classes and strategies while maintaining a moderate long-term risk and return profile

Process

  • We employ the manager selection and asset allocation expertise of the Sterling Capital Advisory Solutions Team when constructing the portfolio. We also leverage the portfolio management capabilities and asset class-specific insights of Sterling's equity and fixed income portfolio management teams.
  • The opportunity set currently includes, but is not limited to high yield corporates, IG corporates, MBS, EM debt, leveraged loans, preferred securities, Treasuries, high yield municipals, REITs, MLPs, insurance-linked securities, covered call writing strategies and dividend-focused equity.
  • The portfolio combines active and passive management to achieve its objectives.

Investment Strategy

  • Seeks to generate excess return versus the 75% MSCI ACWI IMI/25% Bloomberg U.S. Aggregate Blended Benchmark
  • Constructs a global portfolio of investment managers
  • Utilizes Sterling Capital Management’s asset allocation framework

Process

Asset Allocation

  • One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
  • Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk

Manager Selection

  • Initial Screening Requirements
  • Manager Search & Selection Process
  • Ongoing Monitoring

Portfolio Construction

  • Investment strategies are combined to produce a favorable risk and return profile
  • All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy

Investment Strategy

  • Seeks to generate excess return versus the 25% MSCI ACWI IMI/75% Bloomberg U.S. Aggregate Blended Benchmark
  • Constructs a global portfolio of investment managers
  • Utilizes Sterling Capital Management’s asset allocation framework

Process

Asset Allocation

  • One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
  • Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk

Manager Selection

  • Initial Screening Requirements
  • Manager Search & Selection Process
  • Ongoing Monitoring

Portfolio Construction

  • Investment strategies are combined to produce a favorable risk and return profile
  • All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy

Investment Strategy

  • Seeks to generate excess return versus the 50% MSCI ACWI IMI/50% Bloomberg U.S. Aggregate Blended Benchmark
  • Constructs a global portfolio of investment managers
  • Utilizes Sterling Capital Management’s asset allocation framework

Process

Asset Allocation

  • One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
  • Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk

Manager Selection

  • Initial Screening Requirements
  • Manager Search & Selection Process
  • Ongoing Monitoring

Portfolio Construction

  • Investment strategies are combined to produce a favorable risk and return profile
  • All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy

Investment Strategy

  • Seeks to generate excess return versus the 40% MSCI ACWI IMI/60% Bloomberg U.S. Aggregate Blended Benchmark
  • Constructs a global portfolio of investment managers
  • Utilizes Sterling Capital Management’s asset allocation framework

Process

Asset Allocation

  • One-year asset class return expectations determined primarily by forecast models built through in-depth historical analysis
  • Asset class weights determined through consideration of asset class return expectations and multiple measures of asset class and portfolio risk

Manager Selection

  • Initial Screening Requirements
  • Manager Search & Selection Process
  • Ongoing Monitoring

Portfolio Construction

  • Investment strategies are combined to produce a favorable risk and return profile
  • All portfolios are rebalanced systematically to ensure the allocations remain true to the target asset allocation strategy

Investment Strategy

  • Seeks to generate excess return versus the Bloomberg U.S. Government/Credit Bond Index by implementing a top-down, relative value process with top money managers
  • Analysts create a portfolio that is optimally-positioned to take advantage of short term market dislocations and long term relative values
  • Portfolio strives to generate consistent risk-adjusted returns while providing liquidity and capital preservation

Process

Macroeconomic Analysis

  • Domestic and global economic conditions
  • Monetary policy
  • Fiscal policy

Market Outlook

  • Inflation expectations
  • Interest rates
  • Yield curve shape
  • Volatility

Portfolio Structure

  • Duration positioning
  • Yield curve segmentation
  • Sector allocation

Manager Selection

  • Initial screening requirements
  • Manager search and selection process
  • Ongoing monitoring

Investment Strategy

  • Seeks to generate excess return versus the Bloomberg 1-3 Year U.S. Government/Credit Index by implementing a top-down, relative value process with top money managers
  • Analysts create a portfolio that is optimally-positioned to take advantage of short term market dislocations and long term relative values
  • Portfolio strives to generate consistent risk-adjusted returns while providing liquidity and capital preservation

Process

Macroeconomic Analysis

  • Domestic and global economic conditions
  • Monetary policy
  • Fiscal policy

Market Outlook

  • Inflation expectations
  • Interest rates
  • Yield curve shape
  • Volatility

Portfolio Structure

  • Duration positioning
  • Yield curve segmentation
  • Sector allocation

Manager Selection

  • Initial screening requirements
  • Manager search and selection process
  • Ongoing monitoring

Investment Strategy

  • Seeks to generate excess return versus the BofA ML Municipals 2-17 Year Index by implementing a top-down, relative value process with top money managers
  • Analysts create a portfolio that is optimally-positioned to take advantage of short term market dislocations and long term relative values
  • Portfolio strives to generate consistent risk-adjusted returns while providing liquidity and capital preservation

Process

Macroeconomic Analysis

  • Domestic and global economic conditions
  • Monetary policy
  • Fiscal policy

Market Outlook

  • Inflation expectations
  • Interest rates
  • Yield curve shape
  • Volatility

Portfolio Structure

  • Duration positioning
  • Yield curve segmentation
  • Sector allocation

Manager Selection

  • Initial screening requirements
  • Manager search and selection process
  • Ongoing monitoring

Person holding a phone wearing business attire

Benefits

Employ a comprehensive and rigorous manager search and selection methodology that is rational, well-defined, disciplined and consistently applied.

Identify investment managers that we believe are positioned to consistently generate risk-adjusted outperformance for our clients throughout multiple market cycles.

Avoid behavioral biases and pitfalls that can lead to sub-optimal results.

Make the distinction between skill and luck.

Advisory Solutions

Management

View professional designations disclosures

Photo of James  Willis

James Willis, CFA®

Managing Director

Photo of Jeffrey  Schappe

Jeffrey Schappe, CFA®

Managing Director

Photo of Shane  Burke

Shane Burke

Executive Director

Photo of Brandon  Carl

Brandon Carl, CFA®

Executive Director

Photo of Travis  Pollack

Travis Pollack, CFA®

Advisory Solutions Portfolio Manager

Photo of George  Carbaugh

George Carbaugh

Associate Director

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Anson Quillen

Assoc. Director


Any information or opinions contained on this website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees that these methods will be successful. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.

Past performance does not guarantee future results. The performance data quoted represents past performance and current returns may be lower or higher. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. To obtain standardized performance and performance current to the most recent month end, click the fund name or fact sheet link.

NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY GOVERNMENT AGENCY • MAY LOSE VALUE


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