The Public Trust credit team plays a fundamental role in preserving and protecting client investments as well as providing avenues for liquidity and yield. But what exactly does the credit team do, and why is it so important?
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.
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?