This extensive study provides valuable benchmarking and trend information to help maximize an organization’s investment assets as a strategic business tool. We provide this valuable industry resource, free of charge, to help C-Suite leadership and board members conduct non-biased due diligence on their investment programs and help satisfy their fiduciary responsibility.
Data is analyzed in aggregate, by credit rating and by investment portfolio size in four key areas:
- Investment Program Overview
- Investment Program Governance
- Organizational Strategy and Outlook
- Financial Metrics