Survey Archive

Treasury & Risk's 2008 Risk Management Survey

You would think the ongoing weakness in the credit markets would have hit the insurance market that risk managers face. So far, the market continues on the soft side and that has helped keep the mood positive

—As seen in the May 2008 issue of Treasury & Risk magazine

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Treasury & Risk's Treasury & Risk Retirement Survey

With pressures mounting on retirement plans from a growing population of old people and sweeping changes in accounting rules, finance executives in the 2008 Treasury & Risk Retirement Survey seem ready to consider more substantial overhauls to institutions, such as the 401(k)

—As seen in the Apr 2008 issue of Treasury & Risk magazine

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Treasury & Risk's Treasury & Risk Financial Risk Management/Derivatives Survey

First, it was FAS 133 and now it is fair valuation rules. But despite this raft of regulation making derivatives usage even dicier than it was already, companies do not seem to be throwing in the towel.
 

—As seen in the Mar 2008 issue of Treasury & Risk magazine

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Treasury & Risk's Treasury & Risk Middle Market Survey

Even though finance executives from midsize companies rank an economic slowdown as their biggest fear. more than one-third of those responding to Treasury & Risk's 2008 Middle Market Survey plan expand their staffs over the next 12 months.

—As seen in the Feb 2008 issue of Treasury & Risk magazine

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Treasury & Risk's Treasury & Risk's 2008 Biannual Economic Survey

EXECS AREN'T FACING 2008 WITH A SMILE
Prospects for 2008 look relatively bleak, based on the responses of 215 senior finance executives in Treasury & Risk's 2008 Economic Confidence survey. Forty-nine percent expect the U.S. economy to be affected by as many negatives as possible this year, but 53% see a recession as somewhat or very likely. Despite the possibility of a resurgence of inflation, 67% say they have not regained pricing power for their own products. The survey is based on responses from treasurers, assistant treasurers and vice presidents of finance between Dec. 11 and Dec. 14.

 

—As seen in the Dec 2007 issue of Treasury & Risk magazine

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Treasury & Risk's Treasury & Risk's 2008 Strategic Treasurer Survey

GETTING THE VISIBILITY THAT THEY DESERVE
Does the job of treasurer get any more fun than this? Not according to most of the 303 treasurers, assistant treasurers and vice presidents of finance responding to Treasury & Risk's 2008 Strategic Treasury Survey. Eighty-three percent described their jobs as stimulating, saying that they enjoy the more frequent exposure to the CEO and the board and the increased operational orientation of the work. Sponsored for the second year in a row by SunTrust, the survey was conducted by e-mail between Nov. 27 and Dec. 5.

 

—As seen in the Dec 2007 issue of Treasury & Risk magazine

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Treasury & Risk's Treasury & Risk's 2007 Women in Finance Survey

WHAT WOMEN WANT; WHAT THEY GET
Although the numbers of female CFOs, treasurers and controllers look more substantial, women will tell you—and men will even begrudingly acknowledge—that it comes at a price—and we don’t mean their executive pay package. In Treasury & Risk’s Women in Finance survey, women overwhelmingly still feel the limits of a glass ceiling and the difficulty to establish a work-life balance that suits both their company and families

—As seen in the Nov 2007 issue of Treasury & Risk magazine

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Treasury & Risk's Treasury & Risk's 2007 Financial Leadership Survey

FINANCE CHIEFS TACKLE NEW CHALLENGES
Finance leaders continue to spend most of their time on control and compliance demands and educating colleagues about internal policies, procedures and controls, despite the desire of most executives to focus on strategic planning. Treasury & Risk and Citigroup have teamed up for the fifth year to survey T&R readers about their thoughts on leadership and innovation. This year’s survey, taken between Sept. 11 and Sept. 18, is based on responses from 268 treasurers, controllers, CFOs and other senior finance executives.

—As seen in the Oct 2007 issue of Treasury & Risk magazine

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Treasury & Risk's Treasury & Risk's 2007 Cash Management Survey

Although corporate treasuries generally give good grades to their banks, especially in such areas as domestic wire transfers, balance reporting and online access, some services clearly need improvement.
Although corporate treasuries generally give good grades to their banks, especially in such areas as domestic wire transfers, balance reporting and online access, some services clearly need improvement. Treasury & Risk’s annual cash management survey found that CFOs and treasurers would like to see better advice and analytics from their banks and are less than thrilled with bank personnel. This year’s survey, taken between Aug. 1 and Aug. 17, is based on responses from 354 treasurers, CFOs and other finance executives.

—As seen in the Sep 2007 issue of Treasury & Risk magazine

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Treasury & Risk's 2007 Biannual Economic Survey

The U.S Economy Is Good, But Not Great
Although the equity markets remain strong, senior finance executives remain slightly cautious about the U.S. economy, according to their responses to Treasury & Risk's biannual economic confidence survey, with almost half describing it as growing but losing steam. Most believe the dollar will remain in the doldrums, and operating costs will continue to climb with pressure from rising oil prices. But the survey of 474 CFOs, treasurers and controllers was divided on the question f whither interest rates. The survey was taken between July 2 and July 19.

—As seen in the Jul 2007 issue of Treasury & Risk magazine

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Treasury & Risk's 2007 Enterprise Risk Survey

MORE CONFIDENCE, BUT PLENTY OF HOLES
Executives participating in Treasury & Risk’s second annual survey of corporate attitudes and abilities in enterprise risk management (ERM) expressed confidence in their company’s capabilities to identify and assess enterprise-wide risk. Over 80% claimed to be somewhat, if not totally, certain of their ability to identify, analyze, quantify, report, monitor and mitigate such risk, despite the fact that close to half conceded that their companies did not have sufficient information, well-articulated objectives and standards, or adequate integration to manage risk on an enterprise-wide level. The survey involved 208 CFOs, treasurers, risk managers and others between May 2 and 15 2007.

—As seen in the Jun 2007 issue of Treasury & Risk magazine

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Treasury & Risk's 2007 Risk Survey

NO WORRIES INSURANCE MARKET PREVAILS
On a scale from one to 10, risk managers should be at least approaching that perfect 10. The market is softening quicker than Grandma’s meringue on the window sill, and aside from a dicey hurricane forecast and the pending congressional vote on the Terrorist Risk Insurance Act, the prospect is for more good news to bring to their CFO or treasurer. But according to the 2007 Treasury & Risk risk management survey, there are still concerns—particularly when it comes to healthcare insurance, which has somehow managed to elude this kinder, gentler market. The survey of 218 CFOs and senior treasury executives was circulated between April 12 and April 18 2007.

—As seen in the May 2007 issue of Treasury & Risk magazine

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Treasury & Risk's 2007 Compensation Survey

—As seen in the May 2007 issue of Treasury & Risk magazine

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Treasury & Risk's The 2007 Benchmarking Survey

BRAVE NEW WORLD OF BENCHMARKING
Treasurers talk about the virtues of benchmarking, yet not that many companies engage in it, as the numbers in the first annual benchmarking survey, sponsored by Treasury & Risk and Thomson Financial, reveal. “Companies don’t get into benchmarking for a quick fix,” says Jacqueline Corbett, Thomson’s vice president of products. They are looking for results. And while only 16% reported seeing significant progress from benchmarking, Corbett is encouraged that 65% reported some degree of progress. “That should provide motivation to treasuries that don’t benchmark,” she says. The survey of 224 CFOs and senior treasury executives was circulated between March 1 and 12 2007.

—As seen in the Apr 2007 issue of Treasury & Risk magazine

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Treasury & Risk's The 2007 Financial Risk Management Report

IS REGULATION STIFLING MARKET GROWTH?
Hedge accounting has never been for the faint of heart, not when treasuries must deal with the increasingly confusing framework of FAS 133. Not surprisingly, almost half of participating executives in Treasury & Risk's 2007 Financial Risk Management Survey report that while they continue to do hedge accounting, they either limit or have cut out entirely use of the now infamous shortcut option available under the accounting rule. But despite the controversy, companies continue to use derivatives at about the same rate, primarily to hedge transactions. The survey is based on the responses of 190 senior finance executives, taken between Feb. 14 and Feb. 21 2007.

—As seen in the Mar 2007 issue of Treasury & Risk magazine

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