News

90-Day Liquidity AccountSM From Capital Advisors Group Offers Alternative to Institutional Money Market Funds

ByKate Ryan

4 min readBOSTON, 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 and yield*—the 90-Day Liquidity AccountSM…

Capital Advisors on Deposits, SMAs

ByCAG Staff - s.h.

2 min readBoutique 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 vehicle for institutions. Growth in…

The New Bond Market: Big Buyers of Corporate Debt Are Other Corporations

The New Bond Market: Big Buyers of Corporate Debt Are Other Corporations

ByCAG Staff - s.h.

5 min readCompanies 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. More than half of corporate…

BBBs: Good Returns, Only Slightly More Risk

ByCAG Staff - s.h.

3 min readLooking 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 of the day, will offer…

Cash Investors at Crossroads

ByCAG Staff - s.h.

2 min readTreasury 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 those patterns could change in…

SEI Consolidates Classes; Trillion Dollar Shift?

ByCAG Staff - s.h.

6 min readSEI 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 Market Fund, SEI Government Fund,…

Capital Advisors Group Selects Linedata to Address Compliance Workflows

ByKate Ryan

3 min readSeparate 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 for its institutional separate account…

GE’s Divestitures Will Shrink Commercial Paper Market

ByCAG Staff - s.h.

3 min readHere 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 reduction in GE’s wholesale funding…

Capital Advisors Pan, Campbell on Recent MMF Moves; $​615B Outflow?

ByCAG Staff - s.h.

6 min readThe 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, “Recent Money Fund Developments and…