Cash Management Solutions for Asset Managers

Analysing saving deposit bank account in cash flow statement management with mobile application.


It’s no secret that the economy is struggling right now. Financial experts across the country continue to predict a recession in the near future. When everything is more expensive, asset managers struggle to find ways of balancing cash.

But, cash management hasn’t become impossible. Several cash management solutions still exist that can help you yield considerable profits. 

The question is, where can you start?

First, it may help to redefine your goals. Many people continue to use their cash management strategies from stronger economic times. 

Instead, sit down and decide what liquidity and yield goals you’d like to meet. Then, look for the best cash segmentation approaches to achieve these objectives. 

Keep reading as we examine some of these approaches in the guide below.

Consider Cross-Border Banking Cash Management Solutions

Sometimes, it may help to look outside the country to store your assets. Different banks use various platforms and cost schedules to manage their funds. Banks in other countries may use tactics that work more to your advantage.

Many people opt for Swiss bank accounts when they go outside the border. Switzerland’s banking laws allow for maximum privacy and minimal financial risk.

These features make them an incredibly enticing prospect for many asset managers. A Swiss bank account might be best if you want to hedge your assets from possible breaches or bank failures. 

Digital Cash Flow Management Solutions

It’s easy to lose track of your cash flow investments. A diversified portfolio can have so many assets that you forget how some perform.

Fortunately, the Internet provides some help here. Several software options can help you keep track of your assets. 

For example, Hazeltree offers many features to manage your assets. Its cloud-based treasury provides some of the following benefits to investment firms:

  • increased transparency
  • higher liquidity
  • risk mitigation
  • increased IRR

Hazeltree also optimizes your credit facilities, margin requirements, and fees to simplify your cash management. Investing in software like this can be a tremendous benefit to asset managers. 

Exchange-Traded Funds (ETFs)

Another option for cash flow managers is the use of ETFs. This functions as a type of pooled investment security. It has several similarities with a mutual fund.

Exchange-traded funds can track particular indexes, sectors, or commodities. However, you can also purchase or sell ETFs on a stock exchange. 

You can structure these funds to track just about anything you want. They can help you find the price of individual commodities or an assortment of securities.

Sometimes, investors even use these funds to track investment strategies. Using these can help you organize your assets and strategies more efficiently.

Take Control of Your Finances With These Solutions

Each of these cash management solutions can help you stabilize your financial situation. Then, you can use these tools to increase your liquidity and yields. 

Always look for the best tools to meet your financial objectives. Before long, you will begin to see improvements in your portfolio.

We hope you enjoyed this article! If so, check out our other financial content today.