Corporate Treasury Industry Insights at AFP 2014 Annual Conference

Clearwater Analytics®, the leading provider of web-based investment accounting and reporting solutions for institutional investors, will join Facebook (NASDAQ: FB) and 3M (NYSE: MMM) for a corporate treasury presentation on Tuesday, November 4, 2014, at this year’s Association for Financial Professionals (AFP) Annual Conference, which runs from November 2-5, 2014, in Washington, D.C.

The session, entitled “Money Funds and Separate Accounts: Best Practices,” will explore the considerations regarding money market fund (MMF) investment strategies in light of recent SEC changes, as well as the questions many investors have about separately managed accounts (SMA). Tyler Haws, director of business development at Clearwater, will share preliminary results of the Corporate Investment Benchmark Survey, which explores in-depth and illuminating data on current trends, concerns, and challenges for MMF and SMA investment strategies. During the presentation, Haws will host a discussion with Sunita Parasuraman, director, treasury at Facebook, and Andy Noll, U.S. Treasury Operations Manager at 3M, about their organizations’ respective investment approaches.

“Sunita and Andy both work for world-class, globally recognized, and admired organizations with large liquidity portfolios,” said Haws. “They have considerable experience and knowledge of both money market fund and separately managed account investment strategies for their organizations and will be able to offer incredible insight into this topic. I expect a lively discussion.”

Session Information: “Money Funds and Separate Accounts: Best Practices”
Date: Tuesday, November 4, 2014
Time: 10:30 a.m. – 11:45 a.m. EST
Venue: Walter E. Washington Convention Center, Washington, D.C.

Visit Clearwater in booth #506 at the event for more information.

About Clearwater Analytics

Clearwater Analytics® is the leading provider of web-based investment accounting, reporting, and reconciliation services for corporate treasuries, insurance companies, investment managers, and financial institutions. Clearwater aggregates, reconciles, and reports on over $1 trillion in assets across 25,000+ accounts daily. For over a decade, Clearwater has helped clients such as Cisco, Dell, Oracle, Starbucks, and Yahoo! streamline their investment and accounting operations. With offices in New York, New York; Boise, Idaho; and Edinburgh, U.K., Clearwater remains committed to continuous improvement of the solutions we are providing to current clients, while encouraging prospective firms to rethink how they approach their investment accounting and reporting challenges.

Contacts:

Clearwater Analytics
Nikki Henderson, 208-489-3910
PR Specialist
nhenderson@clearwateranalytics.com

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