FUNDING AND TREASURY MANAGEMENT ADVICE

Securing new funding, managing cash reserves, and reviewing existing loan portfolios has implications for housing organisations’ financial strength.   These issues are central to delivering major reinvestment, and development schemes and stock transfer projects but are also key to the day to day health of housing associations.

HOW SECTOR WEEDON GRANT CAN HELP

Sector Weedon Grant’s specialist Funding Advice and Treasury Management team has a wealth of experience across housing and regeneration.  It works closely with Sector Weedon Grant business planning, stock transfer and regeneration colleagues. 

Our key Treasury Management services include:

• Market Eye, a daily emailed bulletin showing the latest market rates
• Market commentaries, forecasts, and a databank of crucial funding market statistics
• Treasury Management policy and procedure reviews ensuring clients can comply with the latest CIPFA and Housing Corporation guidance and best practice in the sector
• Loan portfolio and hedging strategy reviews
• Developing a future borrowing strategy and its implementation, including funding prospectus drafting, identification of potential funders, evaluation of proposals, business plan re-testing, loan selection and documentation, and funding drawdown arrangements
• Treasury Management training for governing bodies and officers

Sector Weedon Grant Limited is authorised and regulated by the financial services authority for the provision of its investment advisory services it provides as part of its wider funding and treasury management service.