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Posts published in “CFO Currency”

Liquidity Forecasting: A Must for 2020 Planning

No matter the movement in rate forecasts and growth expectations, liquidity remains critical for healthy institutions. In order to ensure that adequate liquidity sources are…

Managing Risk at a Portfolio Level

In our conversations with clients, we often find that depository portfolio managers spend most of their time looking at individual securities and developing an opinion…

An Investment Process for Any Rate Environment

Jason Haley, Managing Director, Investment Management Group ALM First Financial Advisors Shahid Sattar, Director, Advisory Services Group ALM First Financials Advisors In response to slower…

The Building Blocks of Investment Reporting

Timely and accurate management reporting is key to a successful investment management process. There are four reports that are critical to a manager’s success and should…

3 Ways Rising Rates Affect Your Balance Sheet

BY MICHAEL ORAVETZ Michael Oravetz Since the turn of the calendar year, financial markets have experienced significant change. After severe flattening at the end of…