As a senior investment advisor for PNC Institutional Asset Management®, Sunjay Goel CFA, is charged with maintaining strong relationships with clients. He regularly provides thought leadership, education, and insights to clients regarding both charitable and retirement assets. He manages portfolios in accordance with applicable fiduciary standards and the client’s investment objectives. He works with each client to determine asset allocation based upon their unique needs. He also supports the development of new business relationships. Prior to PNC, Goel served as a portfolio manager of fundamental and quantitative equity strategies for Spectrum Management. Prior to that, he was a small-cap portfolio manager for Halter Ferguson Financial. He also served as a senior equity analyst for both Wallington Asset Management and Wells Fargo. Goel earned a bachelor of science degree in computer and electrical engineering from Purdue University and an MBA degree in finance from Indiana University. Goel is a chartered financial analyst designation and serves on the board for both the CFA Society of Indianapolis and the Venture Club of Indianapolis.
What are the basic features of donor-advised funds (DAFs) and what are the considerations in the asset allocation decision for a given donor?