Global Investments & Risk Management Best Practices ...
Global Investments & Risk Management Best Practices, Innovations and Strategies
Moderator
Scott Fox
SVP, Business Development ICD
Panelist
Jeff Knapp
Senior Treasury Analyst Coca-Cola
Panelist
Devin Parker
Vice President & Assistant Treasurer Capital Markets, Investments, Risk & Insurance Western Union
Moderator
Scott Fox
SVP, Business Development ICD
Panelist
Jeff Knapp
Senior Treasury Analyst Coca-Cola
Panelist
Devin Parker
Vice President & Assistant Treasurer Capital Markets, Investments, Risk & Insurance Western Union
127 Years Old
Operates in 200+ Countries
Over 3,500 Products
Over 500 Brands Worldwide
162 Years Old
Operates in 200+ Countries
Over 520,000 Locations Worldwide
Investment Considerations, Risks and Liquidity Needs Methods for Evaluating Risk Understanding the Yield Curve Analyzing Opportunities to Extend Duration Using Technology to Manage
Risks & Investments Summary / Key Takeaways
4
Investment Considerations & Approach
1. Identify Liquidity Characteristics
? Liquidity needs ? Investment horizon ? acquisition plans, capital spending ? Cash flow considerations ? frequency/magnitude of position changes
2. Formulate Investment Objectives and Establish
Guidelines
? Risk / return objectives and tolerance ? Benchmark selection / guideline parameters ? Accounting and tax considerations ? Manager selection
3. Construct Optimal Portfolio Allocation
? Seek to: ? Maximize returns given risk tolerance ? Diversify risks ? Hedge unwanted risk
4. Actively Manage Portfolios / Managers
? Sector allocation ? Security selection ? Yield curve structure ? Daily risk management
Developing a successful investment strategy requires thoughtful consideration of cash flow planning, investment objectives and risk tolerances
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