Library

Library » BDIA FAQ: Common Questions from Municipal Treasurers

September 14, 2016 | Investment Themes

Municipal treasurers are seeing nominal returns on their deposits with banks, given recent regulations and the current low interest rate environment. Post-financial crisis regulations limit the amount of cash banks can accept therefore turning non-operating deposits into a liability. …

Marc Bushallow

Managing Director, Fixed Income

Library » Comparing Traditional Cash Management Strategies

August 17, 2016 | Investment Management

Traditionally, organizations have earned income on deposits through Earnings Credit Rates, Money Market Deposit Accounts, and Certificates of Deposit. However, the amount of income earned from these cash management strategies has significantly declined over the years and is not poised to return …

Library » Investing Cash Balance Plan Assets

June 23, 2016 | Retirement Plans

Introduction Many Cash Balance plan sponsors, especially small to mid-sized professional firms, appreciate relatively predictable and level annual plan contributions. These firms tend to use the plan as a tax management tool, because the plan contributions are tax deductible and will offset …

Nicholas Cintineo

Senior Investment Consultant

Endowments & Foundations » Endowment & Foundation FAQs: The Hidden Risks of Fixed Income

April 26, 2016 | Investment Management

Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed. Why should Endowment & Foundation investors be …


Loading...