TREASURY CONSULTING SERVICES
At P&A we see portfolio investment within its complete context of treasury
management which requires control and information on issues from
collections to cashiering, safekeeping to bank relations.
Policy Development and Reviews MORE
Assistance in developing a practical and effective policy that meets
standards and statutes . and your unique needs.
Depository Banking Services MORE
Start to finish development of an efficient and effective banking services
RFP/bid through to complete objective evaluations.
Investment Review and Portfolio Analysis MORE
Reviews targeting your objectives and needs blended to attain results.
P&A analyzes the existing portfolio and strategies to evaluate and
recommend any changes to the investment management processes for
effectiveness and efficiency.
Cash-flow Analysis MORE INFO
At the foundation of all portfolio management, cash flow must be developed
to assure safety. Two methods used by P&A help capture and use cash flow
to yield results.
Safekeeping/Custody Reviews MORE
Assistance in selecting safekeeping agents and custodians to assure
safe and compliant agreements.
Internal Controls and Procedures MORE
Analyze your control processes to ensure safety.
Benchmarking Strategies MORE INFO
P&A assists in the development of benchmarking strategies for
Hedging Strategies MORE INFO
Learn whether hedging strategies will provide portfolio insurance.
Broker/Dealer Reviews MORE INFO
As the entry to the markets, broker relationships must be effective and
appropriate. P&A assists by evaluating needs and reviewing credentials.
BENCHMARKING STRATEGIES AND DEVELOPMENT
Benchmarks for an operating portfolio are not so much for measuring performance as a measure of market risk.
Setting that benchmark for various portfolios is dependent upon the type of investments authorized as well as
its cash flow constraints.
The professionals at P&A have extensive experience in developing the most appropriate benchmarks for different
types of portfolios. The benchmarks designed will fit not only the portfolio but the type of management
[See one of our benchmarking articles in our Articles of Interest in the Education Tab and the Benchmark history
charts for Treasury instruments in our Benchmark Tab.]
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