How Treasurers Can Better Manage Investment Portfolio Risk
Facing an increasingly competitive environment with a greater need to ensure project ROI, Spectra Energy’s treasury department developed an enhanced investment portfolio management process to examine projects with the goal of better managing the concentrating risks around those projects.
A 3-Step Approach to Improving Your Investment Portfolio
Prior to Brocade Communications' treasury team becoming involved in the process of capital allocation and developing a portfolio management approach, operational, financial, and M&A investments were not consolidated.
MMF Reforms are Coming: How are You Preparing?
Have planned money market fund (MMF) reforms affected your approach to investing? Should you consider moving assets into separately managed accounts (SMAs)?
New Guide Identifies the Blind Spots in Investment Analysis
AFP's new guide, The Missing Links in Investment Analysis, developed by Oliver Wyman, examines how treasury executives can build a portfolio management strategy that makes major investments and acquisitions actually work.
FP&A Insights: Take a Look Back at Capex
How often does your organization go back to evaluate how capital expenditures are performing? FP&A professionals can find multiple benefits in conducting PACE analyses (Project Assessment and Cash flow Evaluations).