The Bonds That Tie Investment Goals Together

Finkelstein, Todd A.
September 2000
Financial Executive;Sep/Oct2000, Vol. 16 Issue 5, p58
Academic Journal
The article focuses on debt financing, corporate investment strategy, and bonds or fixed-income securities. The investment policy statement is based on the objectives for investment returns, the risk profile for investing, and other special or potential situations that could affect portfolio management. Investment of balance sheet cash in financial instruments that maximize return and minimize risk are discussed. The liquidity and risk exposure in bank sweep vehicles, money market funds, and discrete money market instruments are mentioned. Examples include the yield curves and spread between U.S. Treasury bills with different maturity dates.


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