SVB Asset Management

Helping high-growth clients in the innovation economy achieve their investment objectives.

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.

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
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.

Blog | Market Analysis
Service Goes Platinum

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

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.

Blog | Market Analysis
In Benchmarks We Trust

Blog | Market Analysis
The ABCs of an IPS

Blog | Market Analysis
The Winding Road

Blog | Market Analysis
Going Once, Going Twice…

Watching a live auction can be great theater. It’s high energy and fast paced. There’s competition among bidders. And it’s a great way to determine a fair market price. Through that lens, perhaps it’s no surprise that one of the primary mechanisms through which the U.S. government raises funds is the Treasury bond auction.

Blog | Market Analysis
Challenges Yield Opportunities

This month’s main article, Challenges Yield Opportunities, observes that while not exempt from market volatility, fixed income markets can potentially provide incremental yields for corporate cash investors, and challenges seen in this environment may result in more opportunities.

Blog | Market Analysis
No Such Thing as a Free Lunch

This month’s main article, No Such Thing as a Free Lunch, compares the asset management structure of a Registered Investment Advisor (RIA) with that of a broker-dealer. In addition, it emphasizes that investors should be offered transparency in terms of the fees they are paying for services and should be aware of the hidden costs that some broker-dealers may charge.