Current Trends in Corporate Investment Policy: A Review of NeuGroup’s 2026 Cash Investment Survey

The peer groups for Growth Tech Treasurers and Cash Investments will get together to review the results of NeuGroup’s 2026 Investment Policy Survey.  This will give members the opportunity to understand key trends, benchmark their investment policies, compare how limits are structured, and see where approaches align or differ by organization and portfolio size.

The discussion will link policy to actual investment behavior, focusing on what teams invest in within those limits, how policies translate into real allocations, and where judgment, tools, or governance come into play—providing useful context for members considering updates or resets to their own investment policies.