Justin helps corporate investors across the country by evaluating their current systems, consulting on market trends, and sharing best practices from his experience working with dozens of unique corporations and investment strategies.
Prior to his time as a treasury solutions consultant, Justin worked in a myriad of different roles at Clearwater. Most notably within these roles, Justin served as the account manager for more than 40 corporate clients and implemented new clients onto Clearwater.
Justin has bachelor’s degrees in finance and mathematics from the University of Idaho and enjoys golfing and mountain biking in his free time.
Moving into separately managed accounts (SMAs) is a popular conversation among corporate treasury teams right now.
There are several factors fueling these conversations. Corporate treasury teams we see exploring this option are usually:
There are clear benefits to investing in SMAs, including an opportunity to diversify your portfolio, gain transparency into your investments, and have greater control over your strategy. Still, some corporate investors choose not to allocate capital into separately managed investment accounts because of perceived challenges. They might be concerned about the operational changes needed for SMAs or potential administrative and accounting challenges.
To help corporate investors better understand what’s needed to move into SMAs, we compiled the following checklist. Your investment accounting and reporting solution should help streamline the transition, not stand in the way.
You’ll want to start by evaluating your current accounting system to ensure it can:
Timely, Validated, Accessible Investment Data
To handle the needs of investing in SMAs, your solution should be scalable, flexible, and accessible. The following statements should be true of your solution:
Consolidation, Reconciliation, and Consistency of Information
With SMAs, it’s important that your investment information is validated daily, and that you have a single consolidated view of your investments. The following statements should be true of your solution:
Do you have what you need?
If you are evaluating a move into SMAs, you need a solution that gives you the support and tools you need. Clearwater is here to help. We work with thousands of institutional investors to provide a complete investment accounting and reporting solution that is scalable, flexible, and built to give teams the confidence to move forward with separate accounts.
Schedule a meeting with one of our solution experts today to learn more and see the Clearwater solution live.