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Financial Assets Management Q&A with Lee Epstein

American Management Association

AMA: Why should a company be concerned with financial assets management?

Lee Epstein: The most important reason is to keep the money. However, corporations are like people—no two are identical. A company’s treasurer may be interested in increasing their portfolio’s financial return within certain risk parameters. Another company may be experiencing resource constraints and wants to strategize how to achieve greater operating efficiencies within treasury. Often CFOs and treasurers face “emergency” situations, with unique, very specific issues that need to be addressed immediately.

AMA: Has this field changed in the recent past? If so, How?

 
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