Cash Management
Cash Management
Objective
Add value above traditional cash reserve management while minimizing incremental risk.
Overview
To meet the cash management needs of institutions, governments, family offices, and high-net-worth individuals by taking advantage of what a traditional money market fund can’t do – invest in securities with marginally longer duration and maturity leading to a more durable dividend, all within the client’s risk parameters.
Portfolio Managers
Characteristics
Align Duration With Client Needs: 0-3
High Grade Fixed Income Portfolios of Cash Alternatives: Treasuries, Agencies, Investment Grade Credit, Municipals
Minimum: $5,000,000