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Investment Management

ESGInvestment Management
August 19, 2021

Leaning into ESG: How a Portfolio ‘Tilt’ Can Pay Off

State Street experts recommend how to optimize an investment portfolio for both ESG and credit quality. It’s a complicated world of ESG scores and standards, especially when managing an investment portfolio. At top of mind for NeuGroup members putting corporate cash to work: should they prioritize ESG performance or maximize returns? Hint: it’s not too much to ask for both. At a recent meeting of NeuGroup for Cash Investment 2, Will Goldthwait and Karyn Corridan, ESG investment experts from State Street Global…
Justin Jones
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D&IInvestment Management
August 12, 2021

Connecting the D&I Dots: How IntraFi Helps Corporates Make an Impact

One corporate used IntraFi Network’s services to access FDIC insurance on a large deposit.One of the obstacles encountered by NeuGroup members whose diversity and inclusion (D&I) initiatives include supporting banks that serve minority communities is connecting with the right people at those institutions and ensuring the safety of their deposits. To address that issue and others, NeuGroup in 2021 showcased how IntraFi Network—formerly Promontory Interfinancial Network—is making it easier and more efficient for corporates to place deposits with minority depository…
Justin Jones
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D&IInvestment Management
July 29, 2021

Simple, Repeatable, Scalable = Real Impact on D&I Goals

Women in NeuGroup (WiNG) members discuss advancing D&I objectives, starting with cash portfolio investment partners. Talking the talk can be an important first step, but putting words into action is where treasury gets involved in delivering the financial end of ESG and D&I commitments made by organizations. A recent Women in NeuGroup (WiNG) event addressed opportunities to create meaningful impact via the corporate cash investment portfolio. Diversity in financial partnerships. One way to meet D&I goals is to boost the number…
Justin Jones
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Investment ManagementPension and Benefits
July 15, 2021

Offering Retirement Income Solutions in DC Plans: Yes, but Not Yet

Using annuities to make 401(k) plans resemble pensions is compelling—but so far, most corporates aren’t doing it. The vast majority of members of NeuGroup for Pensions and Benefits who also oversee defined benefit (DC) plans say their companies should consider solutions that help employees receive lifetime income after they retire. But few corporates are actually implementing so-called retirement income solutions. At least not yet. That key takeaway emerged at a recent meeting sponsored by Insight Investment and BNY Mellon that featured…
Justin Jones
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BankingInvestment ManagementTalking Shop
July 15, 2021

Talking Shop: Investing in Collateralized Loan Obligations

Member question: “Have any members considered/evaluated adding to their investment portfolio in the current environment? “While we’ve had CLOs in the portfolio in the past, it’s something that hasn’t been actively pursued in recent years and we are dusting it off for evaluation.” Peer answer 1: “We have been investing in CLOs since Q2, almost exclusively in the AAA space, but we have authorization to do AA. Spreads are tight, but they are a good option to park cash and…
Justin Jones
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CryptoInvestment ManagementTechnology
June 17, 2021

All Aboard? The Crypto Train Has Left the Station

Finance teams need to look beyond Bitcoin to broader opportunities offered by blockchain technology and digital assets. Don’t let all noise blaring from bitcoin drown out the broader implications of blockchain technology and the need for finance teams to understand the potential opportunities offered by cryptocurrency and other digital assets including tokenized securities. That bottom-line takeaway emerged at a recent meeting of NeuGroup for Cash Investment 2 sponsored by State Street, where representatives from Deloitte as well as cryptocurrency fintechs Lukka…
Justin Jones
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Investment ManagementTechnology
May 13, 2021

Square’s Bitcoin Investment: The Early Steps of a Crypto Pioneer

Digital payment processor Square describes the details and nuances of its $220 million bitcoin investment.Square, the digital payments company, has generated headlines by investing significant sums in bitcoin—along with crypto heavyweights like MicroStrategy and Tesla (which on Wednesday said it will stop accepting bitcoin for purchases but isn’t selling its stockpile). Allison Rossi, Square’s global treasury lead, recently described details of the company’s $220 million investment—about 5% of its cash— to members of NeuGroup for Cash Investment 1.  Square allows…
Justin Jones
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Investment ManagementTechnology
May 13, 2021

Planning Ahead: What Role Will Cryptocurrency Play in Treasury?

As cryptocurrency takes flight, market maker B2C2 teams with NeuGroup to shine a light on this new world.More than half (52%) of the members at a recent NeuGroup meeting said they expect cryptocurrency to become a regular part of day-to-day treasury activity. To help get members up to speed, NeuGroup teamed with sponsor B2C2, a leading crypto liquidity provider, and other industry leaders. Rob Catalanello, CEO of B2C2 USA, said, “There is a pretty big groundswell of interest from the…
Justin Jones
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Investment ManagementTreasury Management
May 6, 2021

Spreading the Word: Investment Reporting and Who Sees What When

The head of investments at a large company with a sizable portfolio describes reporting processes and paths.A member of one of NeuGroup’s two investment management groups who oversees a significant investment portfolio at a major tech company recently described to peers what reports he receives daily as well as what information is reported within the company and how often. The member receives approximately 15 reports daily by email, his preferred delivery method. The emails are sent to the team and…
Justin Jones
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Investment ManagementTechnology
April 29, 2021

What the Crypto Craze Means for Corporates Seeking Use Cases

Treasurers eye the value of Bitcoin and other digital assets as payment methods, investments and tech tools.The fast-paced, volatile and increasingly popular world of cryptocurrencies like Bitcoin and other digital assets is sparking interest, questions and a few concerns among finance and treasury professionals. Discussion at a recent NeuGroup meeting of assistant treasurers sponsored by Societe Generale pointed up how some corporates are approaching the decision about what role, if any, digital assets should play in their futures.Other members are…
Justin Jones
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