In the News

BOSTON, Dec. 10, 2015 – Capital Advisors Group, Inc. today announced availability of its new cash investment product—the 90-Day Liquidity AccountSM—for institutional investors considering alternatives to bank deposits and prime money market funds. Intended to provide the ease and utility of money market funds—with the goal of safety of principal, liquidity

Boutique cash manager Capital Advisors Group released a white paper entitled, “The Transformation of Corporate Deposits in a New Regulatory Environment” and a press release entitled, “Capital Advisors Group to Introduce Liquidity Accounts for Corporate Cash Investments.” The paper’s abstract says, “Bank deposits have always represented the main cash management

Companies reaching for better returns on their cash have found a new favorite investment—other companies’ bonds—and they are loading up. Cash-rich companies like Apple Inc., Oracle Corp. and Johnson & Johnson are snapping up corporate bonds sold by highly rated companies such as Verizon Communications Inc. and Gilead Sciences Inc.

Looking for a little bit more return but still don’t want a lot of risk? Try expanding your investment policy to include BBB corporate bonds, says Capital Advisor’s Lance Pan in a recent report. BBB corporate bonds actually are only “moderately” riskier than their better-rated cousins, but at the end

Treasury and Risk magazine published an article, “Short-Term Investors at Crossroads.” It says, “Corporate treasuries continue to stow the majority of their short-term cash in bank deposits, according to a recent survey, and put the largest chunk of the remaining money into money-market funds, a traditional short-term investment option. But

Corporate treasuries continue to stow the majority of their short-term cash in bank deposits, according to a recent survey, and put the largest chunk of the remaining money into money-market funds, a traditional short-term investment option. But those patterns could change in the next year or so as U.S. interest

SEI Investments is the latest fund family to consolidate its fund lineup and liquidate share classes, shifting all of its outstanding share classes into A shares, according to recent SEC filings.” The July 6 Prospectus Supplement says that for each of the following funds, SEI Prime Obligations Fund, SEI Money

Separate Account Manager Will Use Linedata Compliance for Fixed Income Management PARIS, BOSTON, LONDON, LUXEMBOURG, HONG KONG and NEW YORK, May 12, 2015 – Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced that Capital Advisors Group has implemented Linedata Compliance

Here are some groups not looking forward to General Electric cleansing its balance sheet of most of the remaining assets of GE Capital: money-market funds, institutional investors, and corporate treasurers who invest directly in highly rated corporate debt. Why? A much smaller or nonexistent GE Capital will bring a considerable

The next 12 to 14 months will be a very critical period for the money market fund industry — a period of preparation and implementation for the changes that are due to be implemented in October 2016, said Ben Campbell, CEO, Capital Advisors, speaking during a webinar this week entitled,