Watch Rob Roquitte, CFA deliver eCIO's Market In-a-Minute for January 2023
For the first time in years, short-term U.S. Treasuries have become attractive investments for cash. These U.S. government-backed, low-risk securities can be easily bought and sold and offer yields that help defend against inflation. If your organization has temporarily idle cash, it may be prudent to consider investing it in a cash management program.
A Request for Proposal (RFP) is a questionnaire designed to gather the necessary information to help your organization select the ideal investment partner. Having a well-defined RFP process helps ensure you are asking the right questions to the right candidates and streamlines the selection process.