2010 San Francisco Treasury Symposium
Investment Traps: Characteristics of Potentially Dangerous Security Types and Practices
Presented Friday, September 24, 2010
Understanding the underlying characteristics, features, and structures of securities are critical talents in discerning potentially volatile or inappropriate investments for corporate liquidity portfolios. We'll explore risk-controlled practices that can help avoid potential problems.
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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
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Knowledge and Experience
Each of our consultants has over 25 years of portfolio management and investment experience advising institutional investors, corporations, foundations and endowments. Our talented, dedicated team of professionals have practical experience at major global institutions in addition to holding MBAs and the Chartered Financial Analyst (CFA) designation. These credentials empower us to create pragmatic solutions to a diverse range of consulting engagements.
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