Hero

Enabling diversification and reducing liquidity risk

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Counter-party Exposure

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<p>We were approached by an organisation in the religious sector with a very narrowly focused investment portfolio. The client understood the need to diversify to reduce their counterparty risk and was also seeking to increase their overall investment returns. Like many other organisations with small finance teams and limited resources, the client simply did not have the ability to adequately pursue, review and assess investment opportunities on a daily basis.</p>
<p>We engaged in a consultative process with the client to help them research and assess a broad range of potential new investment opportunities. To date, the client has increased the diversification of their portfolio by a factor of four. With the ability to readily identify the right opportunities and rates on any given day, overall returns on their portfolio have lifted.</p>
<p>Managing outflows on known operating costs against inflows is always a challenge for any organisation working with limited resources. By creating a ‘ladder’ of maturity dates for this client we were able to help reduce liquidity risk and improve the efficiency of their investment process and ensure funds are available when they are needed. New efficiencies have freed up scarce resources to focus on other areas of the client’s operations.</p>


Split Content: Next Case Study

<h5>Case Study #4</h5>
<h3>Expanding investment options for a not-for-profit</h3>


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