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Rollins College

Crummer Truist Portfolios

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2018

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Crummer Suntrust Portfolio Recommendations: Crummer Investment Management [2018], Rebecca Marshall, Thao Ho, Radoslava Perova, Alexis Natal, Josh Grubbs, Joseph Musumeci, Hailey Cusimano, Walker Haymaker, Richard Habgood, Kusal Matthew, Min Sun Kim, Stephen Roskowski Jan 2018

Crummer Suntrust Portfolio Recommendations: Crummer Investment Management [2018], Rebecca Marshall, Thao Ho, Radoslava Perova, Alexis Natal, Josh Grubbs, Joseph Musumeci, Hailey Cusimano, Walker Haymaker, Richard Habgood, Kusal Matthew, Min Sun Kim, Stephen Roskowski

Crummer Truist Portfolios

The Crummer SunTrust Portfolio’s Investment Policy Statement requires that the management team determine portfolio allocations based on a consensus estimate of the market’s behavior throughout the coming year. This team has conducted thorough economic research using a variety of respected sources, developed a comprehensive market analysis, and heard from a well-rounded selection of industry experts (including economists, portfolio managers, and financial advisors) to inform this year’s investment decision. The team analyzed and discussed a range of likely economic possibilities for the upcoming year to shape a consensus that would serve to inform portfolio decisions. The team also evaluated the potential …