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Meituan-Dianping: A unicorn’s path to achieve world-class treasury

Meituan-Dianping: A unicorn’s path to achieve world-class treasury

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How CyberArk transformed its investment approach using Morgan Money

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Kulicke & Soffa meets strong risk management standard with MORGAN MONEY’s cash optimizer.

Nigeria LNG

Harnessing the Power of Technology. Nigeria LNG transforms Money Market Fund investments with MORGAN MONEY.

Micro Focus

Short-term AAA-rated money market funds provide short-term investment opportunities for divestment proceeds.

Liquidity and security over yield deliver investment benefits to NIO

Active Super (previously known as Local Government Super)

Prioritizing cash management at scale, Active Super (previously known as Local Government Super), an Australian superannuation fund, found “operational alpha”.

Meituan-Dianping

Meituan-Dianping, a growing unicorn, had a major challenge to accurately forecast its cash flow beyond three months.

NTUC Income

Singapore-based insurance provider NTUC Income had always handled its investments entirely through its internal portfolio management team.

Recruit Holdings

As the business has grown globally, liquidity and cash positions outside of Japan have expanded, creating foreign exchange (FX) exposure.

The challenge: to assess the optimal level of liquidity required to ensure John Lewis Partnership has continued financial sustainability.

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Cash investment policy statement

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Leveraging the power of cash segmentation

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Knowledge Library

strategy case study asset management

Subjects 1, 2 and 5: Asset Management Policy, Strategy and Plans

Version 1.1 October 2015

Asset Management Policy, Strategy and Plans covers the Asset Management Policy, Asset Management Strategy and Objectives and Asset Management planning.

Clear descriptions of these three elements of the Strategy and Planning are given and, how they can help towards the contribution of the Asset Management long-term objectives. Companies having an Asset Management Policy, Asset Management Strategy and Objectives and Asset Management Planning will embrace the challenges of asset management and increase the longevity of the assets.

Different case studies ranging from the rail and utilities companies have been used to illustrate the importance of having a proper Strategy and Planning framework, and it can contribute towards the good practice of asset management.

With thanks to our sponsors of this publication.

strategy case study asset management

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