Overview
With expectations of sustained low and negative yields globally, the desire to find yield on cash investments has become increasingly intense. However, navigating the low yielding and ever changing environment of cash investing poses many challenges. Often, investment strategies or products promise above market yields, but come with risks that many families or clients do not expect or understand. It is critical to identify these risks and determine if they are appropriate. Defining liquidity needs and objectives is also critical.
This session addressed:
- The current market environment for cash investments
- Upcoming changes in cash investing regarding money market reform
- Cash investment options for investment strategy and delivery of strategy
- Potential risks in cash investing and reaching for yield
- The difference between liquidity and marketability
- Defining your family’s or client’s objectives and how to invest for the “unknown liquidity need”
Date Published: Wednesday, June 1, 2016