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    SVB Asset Management

    Helping high-growth clients in the innovation economy achieve their investment objectives.
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    For two decades, SVB Asset Management (SAM) has helped clients in the innovation economy achieve their investment objectives through exercising fiduciary care as a trusted advisor.

    40%
    of SVB's total client funds are held in SAM accounts
    20
    years in business as a Registered Investment Adviser
    4
    customizable investment strategies
    359
    total years of combined experience

    Your partner in growth

    Unlock your growth potential with us to enhance liquidity, fund for growth and foster investor confidence through optimized cash return.
    Enhanced liquidity
    We assist your company to safeguard its liquidity position to enable smooth operations and have sufficient cash on hand.
    Funding for growth
    We optimize returns on your cash which can be reinvested back into your business to fund your growth initiatives or extend your runway.
    Risk management & investor confidence
    We help you to demonstrate financial prudence by effectively managing investment risks and optimizing your cash.

    Our Solutions

    At SVB Asset Management, we anticipate and respond to the ever-evolving cash management needs of high-growth companies. Our solutions are designed to support your growth trajectory and financial goals.

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    Customized Strategy

    We focus on capital preservation, liquidity and returns, backed by institutional buying power. Our strategy includes:

    • Investment horizons up to 3 years
    • Adherence to client investment policy and strategy guidelines
    • Focus on portfolio income and return objectives
    • Disciplined approach to changing rate cycles

    Comprehensive Investment Approach

    Our investment management team develops and implements investment strategies tailored to clients’ unique objectives and risk tolerances. By integrating portfolio management, credit research and trading, we align our robust investment management solutions that cater to our clients’ financial goals. Our process focuses on:

    • Duration management, yield curve positioning, sector rotation and issuer risk exposure
    • Risk analysis and issuer monitoring
    • Insights on market events, credit fundamentals and outlook
    • Best execution through institutional trading partners

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    Reporting and Client Service

    We serve as an extension of your treasury team, enabling you to concentrate on your core business. With a dedicated advisory team, you can:

    • Receive timely market updates and perspectives.
    • Count on agile implementation of solutions
    • Access industry-leading reporting and analytics

    Investment strategy options

    36+ Months
    24 Months
    18 Months
    12 Months
    Strategic CashTypical Benchmark 1 year1-3 years
    Reserve CashTypical Benchmark 6 months9 months
    Extended LiquidityTypical Benchmark 6 months
    LiquidityTypical Benchmark 3 months3-6 months
    12 Months 18 Months 24 Months 36+ Months

    SAM’s value proposition

    SVB Asset Management anticipates and responds to your ever-changing cash management needs. Our experience is rooted in working with innovation economy companies that seek a trusted partner.
    Experience & insights
    We are intensely focused and deeply immersed in the innovation economy, giving us a strong understanding of your challenges and cash management needs.
    High-touch service
    Featuring a team of seasoned professionals who work hand in hand with you on your investments. It’s like adding dedicated players to your internal team.
    Fiduciary standard
    We act in accordance with prudent investor standards, placing the interests of our clients ahead of our own and avoiding conflicts of interest.
    Operational ease
    With our integrated service and reporting platform and horizontal organizational structure, we are well positioned to anticipate and respond to your cash management needs.

    Ready to connect?

    Get started by connecting with our Liquidity Advisory team.
    Get started

    Your SAM investment team is committed to your long-term success.

    Patty Kao Patty Kao Head of SVB Asset Management, Silicon Valley Bank
    Travis Dugan Travis Dugan Managing Director, Head of Portfolio Management, SVB Asset Management
    Jason Graveley Jason Graveley Senior Manager, Fixed Income Trading, SVB Asset Management
    Darrell Leong Darrell Leong Managing Director, Head of Investment Research, SVB Asset Management
    Michael Duranceau Michael Duranceau Credit Analyst , SVB Asset Management
    Christi Fletcher Christi Fletcher Senior Portfolio Manager, SVB Asset Management
    Hiroshi Ikemoto Hiroshi Ikemoto Fixed Income Trader, SVB Asset Management
    Steve Johnson Steve Johnson Portfolio Manager, SVB Asset Management
    Edward Lee Edward Lee Credit Research Analyst, SVB Asset Management
    Timothy Lee Timothy Lee Senior Credit Analyst, SVB Asset Management
    Jeff Probst Jeff Probst Portfolio Manager, SVB Asset Management
    Jon Schwartz Jon Schwartz Senior Portfolio Manager, SVB Asset Management
    Jose Sevilla Jose Sevilla Senior Portfolio Manager, SVB Asset Management

    Understand the trends that affect investment (cash) management

    SVB Asset Management's monthly Market Insights covers current topics on portfolio management, credit considerations and market events that influence corporate investment strategy.
    Blog | Market Analysis
    ABS — The What, How and Why

    Asset-backed securities, while possessing unique characteristics, have the potential to provide yield, diversification and risk-mitigation for investors.

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    Blog | Market Analysis
    New Cycle, New Strategy

    The new rate cycle era has investors wondering how to position their portfolios to best preserve and protect income.

    Read now
    Blog | Market Analysis
    The Stars Have Aligned

    A trifecta of cash management, investment, and FX opportunities exist in the current market, but prudent actions need to be taken by investors to lock in benefits.

    Read now
    Blog | Market Analysis
    Beyond the Big Numbers

    The U.S.'s national debt has far-reaching implications for both the U.S. economy and the stability of global markets.

    Read now
    Blog | Market Analysis
    Service Goes Platinum

    SAM offers top-tier investment management services for clients in the innovation economy.

    Read now
    Blog | Market Analysis
    To PCE or Not to PCE

    Most investors tend to focus on the popular Consumer Price Index (CPI) when discussing inflation. Yet the Federal Reserve clearly favors a different measure of inflation, the Personal Consumption Expenditure (PCE) Price Index.

    Read now
    Blog | Market Analysis
    In Benchmarks We Trust

    Read now
    Blog | Market Analysis
    The ABCs of an IPS

    Unlock the benefits of an Investment Policy Statement (IPS) with Economic Vista. Prioritize safety and liquidity for sound investment strategies.

    Read now
    Blog | Market Analysis
    The Winding Road

    Read now

    SVB is here for you at every stage

    With over 40 years of experience, SVB has the products, services and knowledge to help support your business as you reach the next stage of growth.
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    Startup Banking
    Our startup banking financial services help support founders get launched and gain flexibility to scale.
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    Venture-Funded
    Our banking and advisory services for venture-backed businesses can help meet the complex needs of fast-growth companies.
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    Corporate Banking
    Our banking and advisory services for late-stage and public businesses help support with building value and managing growth.
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