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investment management Archives - NeuGroup

NeuGroup NewsUncategorized
September 3, 2020

Corporate Pension Fund Managers Break Down the Difficulties and Benefits of Rebalancing Their Portfolios in Virtual Interactive Session

At a recent NeuGroup for Pension and Benefits VIS sponsored by BNY Mellon/Insight Investment, members discussed the ups and downs of management over the last few months. Members have experienced many layers of challenges due to the economic and market impact of the COVID-19 Pandemic, and those with pension plans were not immune. Moreover, the pension investment portfolios did not behave as anticipated in this crisis, making rebalancing even more of an issue than normal. Moderators from NeuGroup and Insight…
Ted Howard
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NeuGroup News
September 3, 2020

NeuGroup Members Discuss Managing ESG Teams at Cross-Group Virtual Interactive Session

Key players in Environmental, Social and Corporate Governance share insights in a members-only conversation. In our third Virtual Interactive Session in August (see also here and here), NeuGroup members from across our network met to discuss their various approaches and focus on Environmental, Social and Governance (ESG) initiatives. This VIS covered the gamut of ESG screens on investment opportunities to debt issuance and company ratings for corporate treasury departments, along with investor relations, corporate communications and sustainability offices and their…
Ted Howard
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Cash & Working CapitalRisk ManagementTreasury Management
June 25, 2020

March Madness: Searching for Answers on Cash Flow and Credit

Data from Clearwater underscores the concerns of treasury investment managers reducing risk during the pandemic. If you needed any more proof that the pandemic has made treasury investment managers even more attuned to the risks in their portfolios, check out the table below from Clearwater Analytics, which sponsored a NeuGroup meeting this week on market trends and improving balance sheet management.  Cash flow and credit. It may not be surprising, but relative to other searches, the sheer number of views in…
Ted Howard
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Capital MarketsInvestment ManagementRisk Management
May 21, 2020

Investment Managers Balance Need for Liquidity and Desire for Yield 

More cash and falling interest rates have some corporates weighing a return to prime funds.Many treasury teams have plenty of cash to invest but not many places to park it that offer attractive yields. That has some of them debating whether, when and how to add risk to their portfolios while preserving capital and liquidity. The challenge is figuring out “how to optimize cash in a very short portfolio,” as one member put it. Here’s some of what others said this…
Ted Howard
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BankingCash & Working CapitalNGI
February 27, 2020

A Treasurer Grows Frustrated with a Top US Lender and Takes It down a Notch

Seeking a bigger return on its capital as rules tighten, the bank wanted a larger share of wallet. One of the largest US commercial lenders is aggressively seeking more return—share of wallet—for the credit it provides corporates, prompting at least one borrower to say “enough” and downgrade the bank’s rank in its loan syndicate. That takeaway emerged at a recent NeuGroup meeting where members exchanged insights about syndicated loan market trends and discussed which banks are eager to extend credit…
Ted Howard
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Uncategorized
December 22, 2019

Corporates Need to Be More ESG Ready

Survey says execs must be prepared to address ESG issues with investors Environmental, social, governance (ESG) issues remain on the backburner for most US corporations, but a survey of more than 600 institutional investors worldwide suggests they should move closer to the front for issuers looking to investors overseas, and perhaps soon domestically. The issue of ESG arises regularly at NeuGroup meetings of corporate treasury executives. A minority of members’ companies are aggressively seeking to implement elements of ESG, but…
Ted Howard
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