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Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Sizing a Liquidity strategy

research note, Research desk. Published on corpus day 2; reviewed every 90 days.

58d

Age

32d

To review

2

Passages

7

Cited by opportunities

Supersedes Sizing a Liquidity strategy (earlier edition) (day -30).

Passages

  1. p1

    A Liquidity strategy is sized to cover two to five years of planned spending, held in instruments that do not require selling risk assets during a drawdown.

    Asserts on liquidity horizon:two to five years of planned spending

  2. p2

    Where a Liquidity strategy is unfunded, new cash inflows are the lowest-cost source of funding because no position has to be sold.

Cited by

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