Harnessing Data Analytics to Know Impact and Drive Insights on Focused Investments

With socially responsible investing becoming a focal point, the ability to easily research, invest and report in a single ecosystem is a paradigm shifter.

To create efficiencies and improve performance, the treasury function is looking for a single point of access to a wide variety of short-term investment options and analytics that help understand the impact of those investments.

In this interim meeting for NeuGroup for Tech Treasurers, BNY Mellon’s Liquidity Services Team will showcase the extensive analytics capabilities they recently rolled out as part of the Focused Investing / ESG App on their Liquidity Direct portal.

Speakers:

George Maganas, Head of Liquidity and Margin Services, Markets, BNY Mellon

Sam Jacob, Head of Product, Liquidity Services, Markets, BNY Mellon

NeuGroup for Tech Treasurers is an invitation-only group of treasurer-level professionals from leading tech sector multi-national corporations. The group follows NeuGroup’s time-tested approach for membership peer groups, including facilitated agenda development, benchmarking surveys, and professional networking. Founded in 2001, Tech20 was the first of its kind in the corporate treasury space.

Interim meetings are meant for members of the specified peer group. These meetings originated in response to Covid-19 to keep members connected virtually in between semi-annual peer group meetings. They have a headline topic or topics presented for discussion, followed by an open forum for additional peer sharing and learning on other items.