Bottom line up front

SMAs are a critical cash and risk management tool, and the financial leaders of Life Sciences firms can benefit when SMAs are under the direction of professional asset managers such as Treasury Partners.

4 reasons Life Sciences firms
use SMAs to manage their cash

  1. Control and clarity. Active monitoring, management, and reporting by experienced managers.
  2. Liquidity. Our SMA solutions are based on your specific cash requirements.
  3. Customized. Your SMA is based on specific goals, risk tolerances, and yield requirements.
  4. Reduced risk. Investments are spread out over a wide range of corporate or US government bonds.

The case for
Treasury Partners

The case for
Treasury Partners

Cash management for Life Sciences firms.

An informed perspective. Read “6 Best Practices in Corporate Cash Management” for a post-Silicon Valley Bank reality check that Life Sciences leaders will value.

We work within your investment strategy to balance safety, liquidity, and access to invested assets. We know that return of capital is more important than return on capital; Life Sciences companies absolutely must have liquidity to meet burn rates.

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White Paper Summary

6 Best Practices in Corporate Cash Management

By Richard Saperstein, Jerry Klein and Daniel Beniak

Highlights:

  • Weigh Principal Risk vs Liquidity Risk
  • Know the differences between Brokerage and Registered Investment Advisor relationships
  • Reassess exposures to financial services providers
  • Sync liquidity strategies with cash burns
  • Structure investment policies around Safety, Liquidity and Yield, in that order
  • Consult with tax advisors on classifying securities Hold to Maturity or Available for Sale
Download the White Paper