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.
HEDGING STRATEGY DEVELOPMENT
Hedging is an investment and management technique which can be used effectively to add a measure of safety to
particular portfolios and overall operations. Acting as a kind of insurance, hedging transactions can help
manage risk, but, controls and knowledge are critical elements.
Every government has slightly different problems, but each one needs to stay within its budget and protect the
value of its assets and resources. One way to do this is to hedge risks. Although there have been
well-publicized but scattered incidents of hedging mis-use, the purpose of hedging is not to make money or to
take chances but to create a partial insurance coverage. The primary reason to hedge is to avoid the havoc
created by market volatility. It is P&A job to help create that order.
Hedging strategy discussions and development with our professionals will identify potential hedging
opportunities and the strategies which could significantly reduce market exposure.
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