|Treasury Consulting Services
• Strategic investment plans
• Asset allocation
• Investment policy statements
• Money manager selection and monitoring
• Customized performance benchmarks
• Custodian evaluations and searches
• Performance evaluation and monitoring
• Benchmarking studies of peer investors
|Articles & White Papers
Read articles and whitepapers written by various industry professionals and Bridgebay consultants addressing a broad array of Treasury-related issues.
A comprehensive list of national and regional investment and treasury-oriented organizations.
Periodicals & Publications
A list of some of the industry-leading periodicals and news publications dedicated to investment and treasury management.
|2013 San Francisco Treasury Symposium
Current Trends in Securities Selection for the Corporate Portfolios
Monday, May 20, 2013
In the current environment of low interest rates and a fragile global economy, treasury investment professionals should continuously review their portfolio strategy and investment policy to balance the risk/return dynamics. This session will cover the following topics: expanding and refining investment policy guidelines, managing a global portfolio, and current strategies of external managers.