Expert Panel Explores Impact of Rate Increases


Clearwater webinar assembles experts to examine effects on investment portfolios

BOISE, ID – APRIL 15, 2010 - Clearwater Analytics, a recognized leader in transparent, outsourced, web-based, investment portfolio reporting and analytics for both separately managed and commingled accounts, will explore investment strategies in a rising rate environment during a free, hosted webinar on April 21st.

As the US economy tries to recover under the weight of massive government debt, investors can expect a rate increase at some point. As a result, investors are facing a tough dilemma. On one hand, investors could gain extra yield by going out the curve; on the other hand, investors could stay conservative with a short-duration strategy, where yields are all but non-existent.

Nilly Essaides, International Treasury Consultant, will moderate a distinguished panel of industry experts, sharing their thoughts and insights on how interest rate increases could affect portfolio management.

Gary Schlossberg, Senior Economist with Wells Capital Management, will discuss historical patterns associated with increases in interest rates, timing expectations for rising rates, and Wells' sector, benchmarking and yield curve strategies. Dave Boren, CTO and Founder at Clearwater Analytics, will reveal emerging trends and insights gathered from its 2,500 investor clients. John Sullivan, VP and Treasurer with JDS Uniphase Corporation, will provide a glimpse into JDSU's specific planning for rising rates.

Clearwater Analytics CEO, Courty Gates, is a firm believer in the open exchange of information and opinion on industry trends and best practices. “We think it’s important for investors to gather as much actionable information as possible when considering the best approaches for managing and monitoring their portfolios. This webinar will offer invaluable insight from recognized experts in both areas ,” said Gates.