Philip Saucier

Philip Saucier

Portfolio Manager, Overlay Services

Understanding OTC instruments

November 2020
Adding OTC trading capabilities can expand the toolbox that a client has available to use when facing complex financial circumstances. Learn more.

Enhanced cash and liquidity management

March 2019
Cash returns have increased to the point where being passive can be a detriment to investment results. An active approach to managing cash can increase yields and create efficiences form a collateral management standpoint. To put it more directly, we believe some are overpaying for liquidity.

Collateral management

March 2018
Managing collateral is more than an operational function. It is a vital component in mitigating risk for derivative-based strategies.