1 min readThe score that they find most closely related to fund volatility is the environmental score. In Demystifying ESG Investing Considerations for Institutional Cash Investors, Lance Pan explains how ESG issues in cash investment decisions makes sense as part of overall credit risk management. He explains By: Frank J. Fabozzi
1 min readAbstract The popularity of responsible investing has extended to the fixed-income and liquidity-management fields in recent years. Incorporating environmental, social, and governance (ESG) issues in cash investment decisions makes sense as part of overall credit risk management. In addition to challenges related to disclosure, criteria, measure, and verification, liquidity portfolios face unique challenges in the…
4 min readIn the days, weeks, months and probably years ahead, the Federal Reserve will be conducting operations that look and sound a lot like what it did to pull the economy out of the financial crisis. However, the process this time around will be different in the details. Where the Fed under the quantitative easing of…
7 min readEasing the Path to Profitability Feb 11, 2019 By Stefan Spazek Stefan Spazek outlines the steps for biopharma startups in tapping non-dilutive financing options. Management teams of early-stage life science and biotech companies must constantly monitor the financial health of their organizations—especially their cash flow. Longer-than-expected product development schedules can substantially lengthen time-to-market and cash runways, which…
5 min readA Mature Capital Structure Positions Bio-IT Startups For Success Contributed Commentary by Stefan Spazek December 6, 2018 | The financial ecosystem for life science startup companies, especially early-stage bio-IT companies, has never been healthier. According to the most recent MoneyTree Report from PwC and CB Insights, venture capital firms poured $2.8 billion into digital health companies…
3 min readBOSTON, Nov. 29, 2018 /PRNewswire/ — Embrace Boston, a consortium of some of Boston’s leading services firms, today commenced operations in support of international companies seeking to establish US operations in the greater Bostonarea. The consortium is comprised of well-established professional services businesses with deep knowledge of the local community whose members include, The Bowdoin Group (executive search), Capital Advisors Group (corporate cash management and debt…
2 min readBOSTON, (BUSINESS WIRE), September 18, 2018 – Capital Advisors Group, Inc., today announced that Stefan Spazek has been selected to lead the firm’s Debt Finance Consulting Group. Spazek, who has been with Capital Advisors Group since 2006, will lead a team with more than 50 years of combined experience advising corporate clients on the best…
4 min readCapital Advisors Group published a research brief entitled, “Deposit Betas Rising but Still Falling Short,” which discusses how bank deposit rates have lagged money fund and market rates since the Fed began hiking rates 2 1/2 years ago. Author Lance Pan writes, “After almost a decade of near-zero investment returns, liquidity investors are beginning to reap the benefits of…
5 min readCorporate treasury departments appear to be gradually warming up again to prime money market funds (MMFs), according to new data. And while recent tax reform may brighten MMF prospects further, the funds may have lost their status as a primary vehicle for corporates to stash cash. The volume in prime funds plummeted as MMF reform…
2 min readBOSTON, Nov. 8, 2017 – Today, Capital Advisors Group, Inc. announced that it has developed two distinct versions of its web-based counterparty risk tool to better meet the needs of treasury teams. CounterpartyIQ® I offers counterparty credit analysis and monitoring, while CounterpartyIQ® II offers all the features of CounterpartyIQ® I plus robust counterparty exposure aggregation and attribution. Innovatively designed for corporate treasury…