Videos June 29, 2021

Riding the Wave: What You Should Know About SMAs

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Have you ever experienced a “slow time” in the treasury world? Probably not. There is never a slow time when you work in treasury because the treasury world is always changing. Staying on your toes to keep ahead of these changes is crucial to success.

Now, corporations across the board are determining how to position themselves for when rates may rise and business returns to some level of normalcy. For some, that means moving out of bank and money market fund deposits and into higher yield fixed-income products, which means hiring investment managers.

Watch the recording to hear the top four criteria that should be evaluated when moving into SMAs, followed by a demonstration of the Clearwater system, including the tools and reports you can use for a complete view of your separately managed investments in one place.