Treasury Experts Weigh in on Safety of Principal, Liquidity and Yield in a New Investment Environment
Corporate investment behavior is at a tipping point. Several factors are converging, putting pressure on corporate investment managers to reassess the risk in their portfolios. There are a variety of strategies companies use to manage this difficult environment. Managed accounts in particular are growing in popularity as a way to offset portfolio risk through diversification, greater control and transparency.
Achieving Portfolio Diversification, Transparency, and Control outlines the importance implementing an internal infrastructure of policy and technology that will be critical for investors as they prepare for what could be a protracted period of market uncertainty. Given the right infrastructure, investors can still focus on safety of principal, liquidity and yield, without sacrificing diversification, transparency and control.