Shirley Hay serves as the Director of Treasury Group Consulting at PFM, where she leverages her extensive expertise in investment program advisory to enhance the stewardship of clients' investment portfolios. With a singular focus on optimizing relationships with investment consultants, managers, custodian banks, and recordkeepers,...
Shirley Hay serves as the Director of Treasury Group Consulting at PFM, where she leverages her extensive expertise in investment program advisory to enhance the stewardship of clients' investment portfolios. With a singular focus on optimizing relationships with investment consultants, managers, custodian banks, and recordkeepers, Shirley is dedicated to ensuring that her clients achieve their financial objectives through tailored investment strategies. Her deep understanding of hedge funds, derivatives, commodities, and alternative investments allows her to craft innovative solutions that address the unique challenges faced by pension funds and institutional investors.
Currently, Shirley is spearheading several key projects that aim to refine asset allocation strategies and improve financial reporting processes for her clients. By employing her knowledge of private equity and foreign exchange (FX), she helps organizations navigate the complexities of modern investment landscapes, ensuring they remain competitive and compliant. Her collaborative approach fosters strong partnerships with stakeholders, enabling her to deliver actionable insights that drive performance and mitigate risks.
Shirley’s commitment to client success is evident in her ability to translate intricate financial concepts into clear, strategic recommendations. As a thought leader in the field, she actively participates in industry forums and contributes to best practices in investment management. Her passion for enhancing investment stewardship not only empowers her clients but also positions PFM as a trusted advisor in the ever-evolving treasury consulting space. Through her leadership, Shirley continues to elevate the standards of investment program management, ensuring that her clients are well-equipped to meet their long-term financial goals.
