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D&I

D&ISenior ExecutiveThe NeuGroup Insights Interview
March 30, 2023

She Told the CFO She Wanted To Be Treasurer One Day. Now She Is.

Advice on advocating for yourself from Sandra Ramos-Alves, treasurer of Bristol Myers Squibb.Sandra Ramos-Alves was an assistant treasurer at Celgene when Bristol Meyers Squibb bought it in 2019. By June of 2021, she was acting treasurer of BMS. And in October of that year she was named senior vice president and treasurer of the pharmaceutical giant that had acquired the company where she had worked for more than 14 years. In a Strategic Finance Lab podcast episode you can hear by…
Justin Jones
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D&IInvestment Management
February 9, 2023

Investing in Diversity: D&I Performance Metrics in Action

A NeuGroup survey shows treasury prioritizes risk management and performance against a benchmark when evaluating diverse-owned firms.Eighty-six percent of respondents to NeuGroup’s D&I Financing and Asset Management Survey do not have a formal D&I policy, but 54% work within informal guidelines. Regardless of approach, the overall investment policy requires that treasury apply performance metrics when it selects external managers for investment of cash and evaluates their success over time. The survey reveals treasury applies the same performance measures to diverse-owned investment…
Justin Jones
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Capital MarketsD&IInvestment Management
February 2, 2023

Reaching Out: Treasury Leads Engagement With Diverse-owned Firms

NeuGroup research reveals treasury is the primary driver of greater engagement with minority-owned banks, brokers and asset managers.  As chief procurer of financial services, treasury is at the epicenter of a complex ecosystem of financial partners, from banks to brokers to pension and cash investment managers. According to NeuGroup’s D&I Financing and Asset Management Survey, treasury is not only seeking greater engagement with minority-owned firms but is the driving force behind companies’ efforts to build more expansive financial relationships with these…
Justin Jones
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D&IESG
January 5, 2023

Not Yet in Writing: Most Treasuries Do Not Have a Formal D&I Policy

D&I financing and investing activities at many companies are governed by informal guidelines. New NeuGroup research reveals that 86% of treasuries do not have a formal policy to govern engagement with diversity firms, but a majority (54%) work within informal guidelines. NeuGroup conducted the November 2022 survey in partnership with the National Association of Securities Professionals (NASP), Fitch Ratings and Sustainable Fitch. The responses came from members of NeuGroup for Cash Investment Managers, Pension Managers, Capital Markets and our extensive D&I working group. Doing more,…
Justin Jones
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D&INeuGroup ViewpointTechnology
December 21, 2022

Bringing the Future of Finance Forward: Reflections on 2022

Key finance themes from 2022 include AI, digital assets, diversity and the role of humans in setting lines of defense.By Joseph NeuHere are six topics that drew my attention this year, all of which bring the future of treasury and finance forward. Diversity and inclusion in finance. It was telling that with everything going on in the world, members of NeuGroup for Mega-Cap Treasurers were most animated at their H2 meeting speaking about efforts promoting greater diversity and inclusion at their financial services…
Justin Jones
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Capital MarketsD&I
September 8, 2022

Supporting Diversity Firms: Verizon, Morgan Stanley, Wellington

Influential issuers, banks and investors are pushing to give diversity brokerage firms more meaningful opportunities: NeuGroup’s Strategic Finance Lab podcast, episode 7.In a Strategic Finance Lab podcast you can hear by heading to Apple or Spotify or by hitting the play button at the bottom of this page, NeuGroup founder and CEO Joseph Neu leads a panel discussion on the roles corporate debt issuers, investment banks and investors can play in providing more meaningful economics and opportunity to banks and brokerage firms owned by Black people, Hispanics, women and members…
Justin Jones
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Capital MarketsD&I
September 7, 2022

Opening Doors: Keys to Using Diversity Firms in Bond Deals

Takeaways from a D&I working group session sponsored by Fitch Ratings featuring Loop Capital. At a recent meeting of NeuGroup for Diversity and Inclusion sponsored by Fitch Ratings, Sidney Dillard, partner and head of corporate investment banking at Loop Capital Markets, moderated a discussion featuring the experience of a corporate treasurer whose company made Loop Capital a joint active bookrunner on a large bond offering in 2021. Loop’s involvement in the deal is an example of providing more meaningful opportunities…
Justin Jones
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D&I
April 26, 2022

Women in Finance: Overcoming Obstacles and Scaling the Ladder

NeuGroup Insights’ Nilly Essaides and Société Générale’s Subadra Rajappa explore what needs to happen for more women to stay and advance in careers in finance. For every 100 men promoted to manager, only 86 women are promoted, according to McKinsey and Company’s Women in the Workplace 2021 report. But progress is being made, as 44% of companies have three or more women in the C-suite, which the report suggests could lead to gender parity in management roles within a decade.…
Justin Jones
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Capital MarketsD&I
March 31, 2022

NeuGroup’s Strategic Finance Lab Podcast, Episode 2: Women in Finance: An Interview with Subadra Rajappa of Societe Generale

Step into a lab where innovation and digital transformation empower senior finance executives to become true strategic partners. NeuGroup Insights marks the end of Women’s History Month with a look at what needs to happen for more women to stay and advance in careers in finance. In episode No. 2 of NeuGroup’s new podcast exploring the future of finance and the office of the CFO, NeuGroup’s Managing Director for Research and Insight, Nilly Essaides, interviews Subadra Rajappa, managing director and…
Justin Jones
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Capital MarketsD&I
March 17, 2022

Lead by Example: Verizon Spotlights Fees Paid to Diversity Firms

Aggregated data shows which IG bond issuers paid diversity firms the most in dollars and as a percentage of total fees.Verizon treasurer Scott Krohn this week presented data to his peers in NeuGroup for Mega-Cap Treasurers showing the top 20 issuers of investment grade (IG) debt ranked by the fees they paid in 2021 to banks and brokerage firms owned by women, Blacks, Latinos and veterans—so-called diversity and inclusion or D&I firms. Verizon is a recognized leader among corporates that…
Justin Jones
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