Treasury Management and Portfolio Finance amid Crisis: Checklist

Since the 2008 financial crisis, collateral management and portfolio finance has become a function of elevated importance for investment managers and thus should position the industry for relative resilience in this regard.

Although the COVID-19 crisis lacks many of the bank-specific stresses that were present during the 2008 financial crisis, it is still important to apply the lessons learned then. However, in order to avoid pitfalls of the past, managers should consider additional areas of concern given the current environment and how the industry is adapting to change, yet again.

Here are some checklist items to consider when reviewing with your service providers including prime brokers.

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