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All Upcoming Training


AFP Executive Guide to Investment Strategy and Policy



Tuesday, July 25, 2017
3:00 PM - 4:00 PM Eastern Standard Time

$0 | $50
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With interest rates starting to rise and new regulations being applied, now is a good time to review treasury investment policy to ensure it will permit the company to respond as the market environment evolves. Improved technology gives treasurers better visibility of cash and the ability to build more accurate cash position forecasts. In turn, this information enables treasurers to stratify cash into buckets, so that companies may be able to tolerate different levels of risk for each one.  Join this webinar to learn how to develop an investment policy that permits the adoption of an investment approach, which reflects the company’s various different tolerances for risk.

Learning Objectives

- Learn how to develop an investment policy that considers a company’s risk tolerance

- Understand the impact of regulatory and interest rates changes on investment policy decisions

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Craig Martin
Director, Executive Programs and Treasury Practice Lead - Association for Financial Professionals

Ted Ufferfilge
Head of Global Short Term Fixed Income Product, J.P. Morgan Asset Management