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Full-Text Articles in Finance and Financial Management

Crummer/Suntrust Portfolio: Analysis And Recommendations [2010], Kate Morgenier, Eric Bindslev, Chris Maclellan, Sean Warrington, Varun Kumar, Joshua Truitt, Tolu Odulesi, Richard Rankin, Beth Owens Jan 2010

Crummer/Suntrust Portfolio: Analysis And Recommendations [2010], Kate Morgenier, Eric Bindslev, Chris Maclellan, Sean Warrington, Varun Kumar, Joshua Truitt, Tolu Odulesi, Richard Rankin, Beth Owens

Crummer Truist Portfolios

The team believes that a market-weighted portfolio is the most appropriate strategy for the Crummer/ SunTrust Endowment in the coming year. This is not the time for a more aggressive position because there still are monsters in the market’s closet capable of sending us back into the abyss. This economic and market outlook explains their reasoning.


Crummer/Suntrust Portfolio: Analysis And Recommendations [2008], Alex Turischev, Diana Prkacin, Faaria Baboolal, Sean Barkman, Collin Campbell, Isaac Codrey, Greg Downs, Alex Edgar, Sree Konireddy, Johnny Lencioni, Manoj Sejpal, Brian Wonderly, Kate Motes, Petamber Pahuja, Tom Pratt, Gloria Solano, Bryan Stewart, John Thines Jan 2008

Crummer/Suntrust Portfolio: Analysis And Recommendations [2008], Alex Turischev, Diana Prkacin, Faaria Baboolal, Sean Barkman, Collin Campbell, Isaac Codrey, Greg Downs, Alex Edgar, Sree Konireddy, Johnny Lencioni, Manoj Sejpal, Brian Wonderly, Kate Motes, Petamber Pahuja, Tom Pratt, Gloria Solano, Bryan Stewart, John Thines

Crummer Truist Portfolios

Unfavorable economic conditions have prompted the investment team to meet a short-term goal: preserve the value of the portfolio by reducing overall risk. A top down analysis of the current portfolio resulted in recommendations to change the portfolio by eliminating funds, investing in long term government bonds, TIPS and large cap value type securities. Allocations of securities was performed by either overweighting or underweighting a particular sector, depending on its historical and expected return during a recession. Individual securities were analyzed by our sector analystsand recommendations of hold, buy or sell were made. The outcome.... a robust portfolio, that will …


Crummer/Suntrust Portfolio Spring 2007, David Archer, Eric Bass, Justin Drahl, Dieter Hinrich, Shawn Read, Rie Ryo, Jakub Prozner Jan 2007

Crummer/Suntrust Portfolio Spring 2007, David Archer, Eric Bass, Justin Drahl, Dieter Hinrich, Shawn Read, Rie Ryo, Jakub Prozner

Crummer Truist Portfolios

The Cummer/SunTrust portfolio does not lie on the efficient frontier, but instead is positioned just below it. It is worth mentioning that the efficient portfolios are often not properly diversified, and the majority of their allocation is often composed of just one or two asset classes. The efficient frontier is not designed to tell investors a precise composition of asset classes in their portfolio. Instead, it is just another tool, or mathematical model, to help investors make prudent decisions. Consequently, the group believes that the Crummer/SunTrust portfolio is well positioned relative to the efficient frontier, which ensures high expected return …


Crummer Suntrust Portfolio Spring 2006, Laura Busuioc, Joseph Culhane, Zach Hedge, Bob Hughes, Casey Johnson, Vijay Marolia, Trey Mcpherson, Kimberly Pruitt, Carlos Sayde, Ryan Spoeth, Mike Treidl, James Weidner Apr 2006

Crummer Suntrust Portfolio Spring 2006, Laura Busuioc, Joseph Culhane, Zach Hedge, Bob Hughes, Casey Johnson, Vijay Marolia, Trey Mcpherson, Kimberly Pruitt, Carlos Sayde, Ryan Spoeth, Mike Treidl, James Weidner

Crummer Truist Portfolios

No abstract provided.


Crummer Suntrust Portfolio Spring 2005, Leticia Gaglianone, T. J. Gillespie, Gabriel Ivan, Nick Karpinski, Richard Konkel, Jeremy Miller, Lauri Miller, Ben Munson, Jordan Nof, Brad Osleger, Robbie Riddle, Karl Rimfeldt, Eric Rolinson, Meghan Sheleg, Diego Vargas, Tim Videnka Apr 2005

Crummer Suntrust Portfolio Spring 2005, Leticia Gaglianone, T. J. Gillespie, Gabriel Ivan, Nick Karpinski, Richard Konkel, Jeremy Miller, Lauri Miller, Ben Munson, Jordan Nof, Brad Osleger, Robbie Riddle, Karl Rimfeldt, Eric Rolinson, Meghan Sheleg, Diego Vargas, Tim Videnka

Crummer Truist Portfolios

No abstract provided.


Crummer Suntrust Student Managed Fund [2004], Marc Bianchi, Richard Harem Apr 2004

Crummer Suntrust Student Managed Fund [2004], Marc Bianchi, Richard Harem

Crummer Truist Portfolios

No abstract provided.


The 2003-2004 Crummer Suntrust Portfolio - A Proposal By The Portfolio Management/Theory And Applications Course [2003], Denvar Dewey Steadman, Scott Anthony Trombino Apr 2003

The 2003-2004 Crummer Suntrust Portfolio - A Proposal By The Portfolio Management/Theory And Applications Course [2003], Denvar Dewey Steadman, Scott Anthony Trombino

Crummer Truist Portfolios

No abstract provided.


Large Cap Investment Recommendations For The Crummer Graduate School Of Business Suntrust Investment Portfolio [2003], John Abernathy, Jessica Shapiro, Shawn Shapiro, Joe Subich, Joe Walter, Mary White Mar 2003

Large Cap Investment Recommendations For The Crummer Graduate School Of Business Suntrust Investment Portfolio [2003], John Abernathy, Jessica Shapiro, Shawn Shapiro, Joe Subich, Joe Walter, Mary White

Crummer Truist Portfolios

No abstract provided.


The Crummer Suntrust Investment Portfolio 2001, Luna Anico, Molly Ater, Evan Melcher, Michael Welker Apr 2001

The Crummer Suntrust Investment Portfolio 2001, Luna Anico, Molly Ater, Evan Melcher, Michael Welker

Crummer Truist Portfolios

No abstract provided.


Rollins College Endowment Fund Pool: Evaluation And Proposed Changes [2001], Martin Bel, Alexandre Mohring, Darian Reeves, Ivette Sanchez Apr 2001

Rollins College Endowment Fund Pool: Evaluation And Proposed Changes [2001], Martin Bel, Alexandre Mohring, Darian Reeves, Ivette Sanchez

Crummer Truist Portfolios

No abstract provided.


Portfolio Recommendations - Crummer Suntrust Investment Portfolio 2001, Thilo Hoffman, Bryan Rich, Andy Wilkinson Apr 2001

Portfolio Recommendations - Crummer Suntrust Investment Portfolio 2001, Thilo Hoffman, Bryan Rich, Andy Wilkinson

Crummer Truist Portfolios

No abstract provided.


Sun Trust Endowment Portfolio Management 2001, Yan Liu, Alex Gonzalez, Edward De Nijs Jan 2001

Sun Trust Endowment Portfolio Management 2001, Yan Liu, Alex Gonzalez, Edward De Nijs

Crummer Truist Portfolios

No abstract provided.


Crummer Suntrust Scholarship Endowment Fund Portfolio Investment Strategy 2000, Dawson Brinkley, Delino Heim, Mikhail Klimenko, Herbert Tapia Mar 2000

Crummer Suntrust Scholarship Endowment Fund Portfolio Investment Strategy 2000, Dawson Brinkley, Delino Heim, Mikhail Klimenko, Herbert Tapia

Crummer Truist Portfolios

No abstract provided.


Crummer Suntrust Investment Portfolio 2000, Glen Butrick, Kevin Collins, Poincia Vendryes, Kurt Petersen, Herb Schumann Jr. Mar 2000

Crummer Suntrust Investment Portfolio 2000, Glen Butrick, Kevin Collins, Poincia Vendryes, Kurt Petersen, Herb Schumann Jr.

Crummer Truist Portfolios

No abstract provided.


Crummer Suntrust Portfolio Investment Stategy, David Kim, Susan Kreis, Wael Saeed, Tiffany Slaughter, Zhiqiang Zeng Mar 2000

Crummer Suntrust Portfolio Investment Stategy, David Kim, Susan Kreis, Wael Saeed, Tiffany Slaughter, Zhiqiang Zeng

Crummer Truist Portfolios

No abstract provided.


Proposed Portfolio 2000, Kristen Andrews, Drago Dzerve, Bradley Joseph, Jimmy Park, Travis Shelhorse, Joni Stetson Jan 2000

Proposed Portfolio 2000, Kristen Andrews, Drago Dzerve, Bradley Joseph, Jimmy Park, Travis Shelhorse, Joni Stetson

Crummer Truist Portfolios

No abstract provided.


Crummer Suntrust Investment Strategy 1999, Charles Donald Boudreaux, Atanas Dobrev, Christian Daniel Dragos, Rhoda Lee, Jodi Timmons Apr 1999

Crummer Suntrust Investment Strategy 1999, Charles Donald Boudreaux, Atanas Dobrev, Christian Daniel Dragos, Rhoda Lee, Jodi Timmons

Crummer Truist Portfolios

No abstract provided.


The Crummer Suntrust Investment Portfolio 1999, Marty Bruce, Tim Wu, Nick Dolya, Matt Williams, Robert High Jan 1999

The Crummer Suntrust Investment Portfolio 1999, Marty Bruce, Tim Wu, Nick Dolya, Matt Williams, Robert High

Crummer Truist Portfolios

No abstract provided.