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Peer-to-Peer Strategic Benchmarking

DATA TO INSIGHTS TO ACTION

NeuGroup Peer Research is a unique platform designed to enable members to efficiently and effectively exchange best practices within their peer group or across our extensive network of strategic finance professionals.

 

Our Research leverages the premier knowledge exchange platform of over 750 peer group members from more than 250 global corporations. We also partner with service providers to develop surveys that support their ability to deliver better solutions.

Top Drivers of Liquidity Policies in 2024

NeuGroup Latest Research Highlight

Contingency planning that estimates liquidity needed in a crisis

Dry powder for potential acquisitions

Debt maturing in the next few years

Rating agency criteria

Working capital uncertainties and fluctuations

The low cost of bank credit

Debt covenant requirements

Negative carry of funding cash with debt

The market perception that the company will not optimize operations

Reducing cash liquidity would allow for more share repurchases

Source: A NeuGroup Peer Research 2024 survey question, "What are up to 4 major drivers of your company’s liquidity policies?"

Building a Narrative

The Neugroup Process

Unlike traditional research, we combine quantitative data with qualitive information. Data collection is followed by focus groups and one-on-one interviews with respondents to go beyond the numbers and validate results via practitioner experience. We leverage quantitative and qualitative findings to build survey results presentations, whitepapers, and deliver research “debrief” sessions to share-back and provide our members with critical information.

Finance technology infrastructure and integration

Finance as a business partner

Working capital management

The end-to-end customer-to-cash process

Finance operational/organizational model

Cash management practices

Bank account and banking relationship management

Financial risk management

Meet our research leadership

Joseph Bertran

Senior Director, Research

Joseph Bertran joined NeuGroup in March 2024 as Senior Director of Research. He has extensive experience in research, data analysis, and consulting in technology, digital transformation and automation of finance operations. Read more

Discover the Professional in You With NeuGroup

Understanding the corporate community through our membership