As corporate treasury programs grow and become more mature, the expertise, technology, data and workflows supporting them become increasingly important. Whether transitioning to a more strategic or active treasury investment approach, expanding across asset classes and external managers, or seeking deeper insight into portfolio performance and risk, treasury teams need a strong technological and operating model foundation to support their investment objectives.
This discussion will explore the capabilities that underpin a modern treasury investment program and how firms can build an approach aligned with their needs today while preparing for greater scale and complexity over time. Bloomberg will share perspectives across three key areas:
- Institutionalizing strategic treasury investing: building the workflows and infrastructure to support greater control and management of investments
- Generating portfolio and risk analytics: gaining deeper insight into performance, exposures, duration, liquidity and risk
- Achieving a Total Portfolio View: bringing together investments, data and analytics to develop a more complete understanding of the portfolio
Members will learn how Bloomberg Buy-Side Solutions can support these different investment needs through connected workflows, trusted data and institutional-grade analytics. The discussion will also provide an opportunity to ask questions directly and exchange perspectives with peers on how treasury investment programs are evolving.
Panelists:
- Stefan Szacinski - Enterprise Business Development Manager at Bloomberg
- Lionel Freemantle - Buy-side Product Sales Team Leader
- George Eliades - Buy-Side Strategist
