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Income Primary

Inception Date

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


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


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Advisory Solutions Team

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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.