Focus Equity Review
Speakers: Portfolio Managers Colin R. Ducharme, CFA®, Jeremy M. Lopez, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®
Diversified Income Fund Video
Brief overview that provides a glimpse into our objectives and emphasis on risk management within the Diversified Income Fund.
Behavioral Finance: Episode 2
Are you familiar with how emotions and psychology can impact investor decision-making? Join Rob and Bob for part two of their Behavioral Finance series as they discuss three key areas of focus in which Sterling differs from other managers.
Active vs. Passive Investing
The last several years have seen large inflows to passively managed vehicles. Join L. Travis Pollack, CFA®, Brandon W. Carl, CFA® and Kevin J. Stoll, CFA® as they discuss equity and fixed income active versus passive investing.
Behavioral Finance: Episode 1
The market is awash these days with hundreds of strategies marketed as Smart Beta, factor-based or other forms of quantitative investing. We believe Sterling Capital’s differentiated factor-driven behavioral strategies offer several advantages over many Smart Beta approaches. This is the first in a series of short videos where we unpack that idea.
The Chartered Financial Analyst® (CFA) charter is a graduate-level investment credential awarded by CFA Institute - the largest global association of investment professionals. To earn the CFA charter, candidates must: 1) pass three sequential, six-hour examinations; 2) have at least four years of qualified professional investment experience; 3) join CFA Institute as members; and 4) commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct
Specific securities identified and described do not represent all of the securities purchased, sold or recommended to clients.
Any type of investment involves risk and there are no guarantees. Past performance is not indicative of future results.
The volatility of an index varies greatly. All indices are unmanaged and investments cannot be made directly in an index.
The opinions contained in the preceding presentation reflect those of Sterling Capital Management LLC, and not those of BB&T Corporation now Truist Financial Corporation or its executives. The stated opinions 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. 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, a separate subsidiary of BB&T Corporation now 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 BB&T Corporation now Truist Financial Corporation, Branch Banking and Trust Company now Truist Bank or any affiliate, are not guaranteed by Branch Banking and Trust Company now 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.