Strategic Cash Management: Building an Effective Strategy to Help Meet Long-Term Goals

Jun

26

Chess Board - Strategic Cash Management Webinar

Event Speakers

Stephen Hillebrecht, CFA

Co-Head of Product Management

The Fed’s aggressive policy to combat inflation and resulting market volatility led to record levels of assets fleeing to money market funds, T-Bills and other cash equivalents. As a result, many clients are overallocated to cash. How can clients get back to an asset allocation that will allow them to reach their long term goals?

Like institutions that use a tiered approach, we believe investors may want to consider adjusting cash allocations to an appropriate level to meet their liquidity needs, investment objectives, and risk levels. In this digital event, we will discuss how to formalize a tiered approach to cash management to help improve return while managing risk.

Important Information

THIS MATERIAL IS EXCLUSIVELY FOR FINANCIAL ADVISORS ONLY (REGISTERED REPRESENTATIVES OF BROKER/DEALERS OR ASSOCIATED PERSONS OF REGISTERED INVESTMENT ADVISERS.) NOT TO BE USED WITH THE PUBLIC IN WRITTEN OR ORAL FORM.

The information provided is not directed at any investor or category of investors and is provided solely as general information about Lord Abbett's products and services and to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither Lord Abbett nor its affiliates are undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity. If you are an individual retirement investor, contact your financial advisor or other fiduciary about whether any given investment idea, strategy, product, or service may be appropriate for your circumstances.

The opinions contained herein are subject to change based on subsequent developments and may not reflect the views of the firm as a whole. This material is not intended to be relied upon as a forecast, research, or investment advice regarding a particular investment or the markets in general. Nor is it intended to be legal or tax advice.

Register to View On Demand Content

Wednesday

Jun 26, 2024

1:00 PM EDT

Investors should carefully consider the investment objectives, risks, charges and expenses of the Lord Abbett Funds. This and other important information is contained in the fund's summary prospectus and/or prospectus. Click here to obtain a prospectus or summary prospectus on any Lord Abbett mutual fund or contact your investment professional or Lord Abbett Distributor LLC at 888-522-2388. Read the prospectus carefully before you invest or send money.

Not FDIC-Insured. May lose value. Not guaranteed by any bank. Lord Abbett mutual funds are distributed by Lord Abbett Distributor LLC. For U.S. residents only.

The information provided is not directed at any investor or category of investors and is provided solely as general information about Lord Abbett’s products and services and to otherwise provide general investment education. None of the information provided should be regarded as a suggestion to engage in or refrain from any investment-related course of action as neither Lord Abbett nor its affiliates are undertaking to provide impartial investment advice, act as an impartial adviser, or give advice in a fiduciary capacity. If you are an individual retirement investor, contact your financial advisor or other fiduciary about whether any given investment idea, strategy, product or service may be appropriate for your circumstances.