Public Trust Announces SSAE 18 Compliance for LGIP Operations
Public Trust is pleased to announce the successful completion of a Statement on Standards for Attestation Engagements (SSAE 18) SOC 1 Type II audit. Read more.
Insights
Five Things to Consider When Investing Bond Proceeds
Do you have bond proceeds that need to be invested, but you don’t know where to begin? Public Trust has put together five things to consider when investing bond proceeds as a starting point in your investment journey.
Investing with Care
As a shepherd of your tax payers’ dollars, it is your fiduciary responsibility to keep those funds safe while earning a competitive rate of return. With that in mind, what questions should you be asking about your investments? Do you know what your primary objectives are?
Bringing the Back Office to the Forefront: Productivity Gains in LGIP Operations
Great LGIP back office efficiency is the logical means to allow LGIP programs to enjoy lower operating costs, streamlined processing, and, most importantly, improved shareholder returns. Take a peek behind the curtain at the Public Trust LGIP Administration Services Platform and the value of improved LGIP back-office technology.
Four Helpful Hints for Evaluating a Bank
One of the most important choices both individuals and organizations can make is their choice of bank. Public Trust has compiled four simple tips to help you evaluate your bank of choice and make sure you’re getting the most bang for your buck.
What the Shape of the U.S. Treasury Yield Curve Suggests About Economic Expectations
There is a lot an investor can learn by examining the shape of the yield curve. In this article, Public Trust looks at the characteristics of three kinds of yield curves: normal, flat, and inverted.
Five Ways to Protect Your Organization from Fraud
Fraud has increasingly become a part of everyday life for individuals and businesses with the methods becoming more sophisticated each year. In fact, 63% of businesses said they experienced the same or more fraud losses in the past twelve months according to a 2018 Global Fraud Report by Experian. As such, Public Trust Advisors, LLC (Public Trust) has compiled the top five ways from industry experts to predict, prevent, and protect your organization from fraud.
Q&A With Our Portfolio Managers, Randy and Neil
We are pleased to feature a Q&A interview by Emmie Madison, Content Writer for Public Trust Advisors, LLC (Public Trust), with Portfolio Managers Neil Waud and Randy Palomba. We discussed their experience, the economic landscape, and managing local government funds.
15 Tips to Fine-Tune Your Investment Policy
Updating your investment policy can be a time consuming task. To help, Public Trust Advisors has put together fifteen recommendations that can be used as a checklist to revisit your investment policy today!
The Down & Dirty of Cash Flow Analysis
Cash flow analysis plays an important factor in the selection of investment options and serves as the basis for proper liquidity. From a few questions to ask to six steps to creating a cash flow analysis, Public Trust has you covered!