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Press Releases
In the News

Global Custodian: BNY Mellon partners with Hazeltree for treasury and cash management launch

September, 2017

HFMWeek: Hazeltree and BNY Mellon Launch Cash Management Partnership

September, 2017

Asset Servicing Times: BNY Mellon and Hazeltree Team Up

September, 2017

Finance Magnates: BNY Mellon Partners with Hazeltree to deploy Cash Management Solution

September, 2017

FINalternatives: Hazeltree Teams With BNY Mellon For Cash Management Solution

September, 2017

FINalternatives: Hazeltree Enhances Treasury Management for Neuberger Berman

September, 2017

institutionalassetmanagement: Neuberger Berman implements Hazeltree’s treasury product suite

September, 2017

securitieslendingtimes: Hazeltree opens securities finance services to Neuberger Berman

September, 2017

Absolute Return: Why investors should pay more attention to treasury management practices

June, 2017

PYMNTS.com: Treasurers Trust Big Data For Real-Time Risk Assessment

June, 2017

Securities Lending Times:  Hazeltree boosts liquidity network

April, 2017

FINalternatives:  Hazeltree Adds Federated Investors to LiquidityWeb Platform

April, 2017

FINalternatives:  Hazeltree Taps Jefferis For Stratgic Business Development Role

February, 2017

Global Investor:  Hedge fund consultant Jefferis joins

February, 2017

Securities Lending Times:  Hazeltree hires strategic lead

February, 2017

PYMNTS.com: Buy-Side Orgs Can’t Be Passive in Treasury Strategy, Warns Hazeltree

January, 2017

hedgeweek: Hazeltree analyses active treasury management trends

January, 2017

Opalesque: White paper explores hedge funds, buy-side trends toward active treasury management

January, 2017

Asset Servicing Times: Asset Servicing Times interview with Hazeltree CEO on major buy-side treasury trends

December, 2016

FINalternatives:  Hazeltree Taps Sakr to Lead Worldwide Client Service

November, 2016

Securities Lending Times:  Hazeltree hires client management ace Ventura

November, 2016

FINalternatives:  Hazeltree Taps JPM’s Ventura to Lead Client Management

November, 2016

FINalternatives:  Hazeltree Adds HSBC Asset Management to Growing Roster of LiquidityWeb Partners

October, 2016

FINalternatives:  Hazeltree Adds BlackRock to Money Market Fund LiquidityWeb Platform

October, 2016

hedgeweek:  Hazeltree Partners with BlackRock to automate cash sweeps

October, 2016

FINalternatives:  Hazeltree Partners with HedgServ for Middle-Office Fund Services

September, 2016

Securities Lending Times:  Hazeltree and HedgeServ partner for treasury solution

September, 2016

WallStreet Online:  HedgeServ Fund Administrator Teams up with Hazeltree to Provide Enhanced Middle-Office Services

September, 2016

Securities Lending Times:  J.P. Morgan AM joins Hazeltree LiquidityWeb

September, 2016

HFM Technology:  Hazeltree adds JP Morgan to cash management platform

September, 2016

FINalternatives:  Hazeltree Adds J.P. Morgan Asset Management to LiquidityWeb Platform

September, 2016

PYMNTS.com: Hedge Funds’ Money Management Snag

September, 2016

HFM Technology:  Hazeltree launches integrated cash management platform

September, 2016

FINalternatives:  Hazeltree Taps Zlotchenko for CTO Slot

September, 2016

HFM Technology:  Treasury management provider Hazeltree hires new CTO

September, 2016

HFM:  New Hazeltree CEO aims to double headcount

May, 2016

Bloomberg:  Goldman Sachs Teams Up With Hazeltree to Attract Hedge Fund Cash

December, 2015

FINalternatives:  Goldman Sachs Asset Management, Hazeltree Form Treasury Management Partnership

December, 2015

hedgeweek:  Hazeltree and Goldman Sachs Asset Management partner to help investment managers manage cash holdings

December, 2015

waterstechnology:  UBS Partners with SunGard, Hazeltree on New Frontier Platform

January, 2014
White Papers
Case Studies
BNY Mellon and Hazeltree Join Forces to Simplify Buy-side Cash Management

BNY Mellon and Hazeltree Join Forces to Simplify Buy-side Cash Management

September 28, 2017

NEW YORK, September 28, 2017 ‑ BNY Mellon and Hazeltree, a leading provider of treasury solutions, have joined forces to deliver an independent platform that streamlines cash management for buy-side and corporate firms. The initiative delivers BNY Mellon’s full suite of cash, treasury and custody services through Hazeltree’s advanced treasury management technology. The strategic relationship […]

Hazeltree Enhances Treasury Management for Neuberger Berman

Hazeltree Enhances Treasury Management for Neuberger Berman

September 19, 2017

New York, London and Hong Kong, September 19, 2017 – Hazeltree, the leading provider of integrated buy-side treasury management solutions, today announced the successful implementation of its treasury product suite at Neuberger Berman, a private, independent, employee-owned investment manager. Hazeltree enhances Neuberger Berman’s treasury functions through automated workflows in reconciliation, securities financing, margin management as […]

Hazeltree Publishes “Active Counterparty Management – Critical to Managing Risk” Whitepaper

Hazeltree Publishes “Active Counterparty Management – Critical to Managing Risk” Whitepaper

June 13, 2017

Whitepaper explores the dimensions and importance of counterparty management – the ability to systematically measure and manage counterparty exposure while minimizing the associated funding risks New York, London and Hong Kong, June 14, 2017 – Hazeltree, the leading provider of integrated buy-side treasury management solutions, today announced a new whitepaper exploring the importance of metrics-based […]

Hazeltree Partners with Federated Investors to Automate Cash Sweeps for Buy-Side Clients

Hazeltree Partners with Federated Investors to Automate Cash Sweeps for Buy-Side Clients

April 17, 2017

New York, London and Hong Kong, April 18, 2017:  Hazeltree, the leading provider of integrated buy-side treasury management solutions, today announced the addition of Federated Investors to Hazeltree’s fast-growing network of leading financial institutions offering liquidity management and automated sweep accounts to buy-side fund managers. This partnership provides mutual clients an efficient way to manage […]

Hazeltree Hires Don Jefferis to Lead Business Development Efforts into Strategic Markets

Hazeltree Hires Don Jefferis to Lead Business Development Efforts into Strategic Markets

February 13, 2017

New York, London and Hong Kong, February 14, 2017 – Hazeltree, the leading provider of integrated buy-side treasury management solutions, today announced that it has expanded its management team by hiring seasoned commodities trading and hedge fund consultant and software executive, Don Jefferis, as Managing Director of Strategic Accounts.   Mr. Jefferis will focus on expanding […]

Hazeltree Publishes “Active Treasury Management – A Powerful Competitive Advantage” Whitepaper

Hazeltree Publishes “Active Treasury Management – A Powerful Competitive Advantage” Whitepaper

January 23, 2017

Whitepaper explores buy-side industry trends toward formalizing active treasury management, including key drivers, benefits, objectives and implementation strategies  New York, London and Hong Kong, January 24, 2017 – Hazeltree, the leading provider of integrated buy-side treasury management solutions, today announced a new whitepaper that explores the trends and benefits of active treasury management and the […]

Hazeltree Hires Ayman Sakr to Lead its Worldwide Client Service Organization

Hazeltree Hires Ayman Sakr to Lead its Worldwide Client Service Organization

November 14, 2016

New York, London and Hong Kong, November 15, 2016 – Hazeltree, the leading provider of integrated buy-side treasury management solutions, today announced that it has expanded its management team by hiring client service veteran, Ayman Sakr, to lead its worldwide client service organization. Mr. Sakr brings to Hazeltree more than 20 years of experience in […]

Industry Veteran Sal Ventura Joins Hazeltree to Lead Client Relationship Management

Industry Veteran Sal Ventura Joins Hazeltree to Lead Client Relationship Management

November 2, 2016

New York, London and Hong Kong, November 2, 2016 – Hazeltree, the leading provider of integrated buy-side treasury management solutions, today expanded its management team by hiring industry veteran Sal Ventura as head of client relationship management. Mr. Ventura brings to Hazeltree more than 25 years of experience in prime brokerage, product development, operations, and […]

Hazeltree Partners with HSBC Global Asset Management to Automate Cash Sweeps

Hazeltree Partners with HSBC Global Asset Management to Automate Cash Sweeps

October 17, 2016

Hazeltree LiquidityWeb™ adds access to HSBC Global Asset Management funds to provide buy-side institutions with more cash investment solutions New York, London and Hong Kong, October 18, 2016 – Hazeltree, the leading provider of integrated buy-side treasury management solutions, today announced the addition of HSBC Global Asset Management to the expanding partner network of Hazeltree […]

Hazeltree Partners with BlackRock to Automate Cash Sweeps

Hazeltree Partners with BlackRock to Automate Cash Sweeps

October 11, 2016

Hazeltree LiquidityWeb™ integrates BlackRock money market funds to provide buy-side institutions with easy access to more liquidity sources New York, London and Hong Kong, October 11, 2016 – Hazeltree, the leading provider of integrated buy-side treasury management solutions, today announced the addition of BlackRock to the expanding partner network of Hazeltree LiquidityWeb™, an integrated cash […]

HedgeServ Fund Administrator Teams up with Hazeltree to Provide Enhanced Middle-Office Services

HedgeServ Fund Administrator Teams up with Hazeltree to Provide Enhanced Middle-Office Services

September 26, 2016

Hazeltree enhances HedgeServ’s service offering with its integrated treasury management solution New York, London and Hong Kong, September 29, 2016 – HedgeServ, a global fund administrator recognized for providing innovative solutions to the alternative investment industry, and Hazeltree, the leading provider of integrated buy-side treasury management solutions, today announced a partnership to deliver enhanced middle-office […]

Hazeltree Adds J.P. Morgan Asset Management to Hazeltree LiquidityWeb™ Cash Sweep Network of Partners

Hazeltree Adds J.P. Morgan Asset Management to Hazeltree LiquidityWeb™ Cash Sweep Network of Partners

September 26, 2016

Integrated cash management and sweep solution adds more liquidity sources with the addition of J.P. Morgan Asset Management New York, London and Hong Kong, September 27, 2016 – Hazeltree, the leading provider of integrated buy-side treasury management solutions, today announced the addition of J.P. Morgan Asset Management to the expanding partner network of Hazeltree LiquidityWeb™, […]

Hazeltree Introduces Integrated Cash Management and Sweep Platform – Hazeltree LiquidityWeb™

Hazeltree Introduces Integrated Cash Management and Sweep Platform – Hazeltree LiquidityWeb™

September 13, 2016

Integrated cash management and sweep solution enables Senrigan Capital to streamline connectivity to Goldman Sachs Asset Management with goal of seeking to mitigate counterparty risk and maximize liquidity New York, London and Hong Kong, September 13, 2016 – Hazeltree, the leading provider of integrated buy-side treasury management technology solutions, today announced the launch of Hazeltree […]

Sol Zlotchenko Joins Hazeltree as Chief Technology Officer to Lead Product Innovation and Delivery

Sol Zlotchenko Joins Hazeltree as Chief Technology Officer to Lead Product Innovation and Delivery

September 6, 2016

Former Co-Founder and Chief Technology Officer of Paladyne Systems, brings 20 years of financial technology experience to Hazeltree New York, London and Hong Kong, September 7, 2016 – Hazeltree, the leading provider of integrated buy-side treasury management solutions, today announced that Sol Zlotchenko has joined the company as its chief technology officer. In this role, Zlotchenko […]

Hazeltree Names Sameer Shalaby as President and Chief Executive Officer to Lead Company Expansion

Hazeltree Names Sameer Shalaby as President and Chief Executive Officer to Lead Company Expansion

May 10, 2016

Founder and former CEO of Paladyne Systems to increase focus on customer service and product innovation New York, London and Hong Kong, May 10, 2016 – HazelTree, the leading provider of integrated treasury management solutions announced today that its Board of Directors has named hedge fund industry veteran Sameer Shalaby as the company’s president, chief […]

HFM Recognizes Hazeltree for Best Analytics Solution

HFM Recognizes Hazeltree for Best Analytics Solution

February 23, 2016

The HFM US Technology Awards 2016 were announced on Monday, February 22, in New York City to recognize technology providers and solutions for hedge funds that have demonstrated exceptional customer service and innovative product development over the past 12 months. HazelTree’s Integrated Treasury Management solution was the winner in the Best Analytics Solution category. HazelTree’s […]

Hazeltree Partners With AcadiaSoft to Further Automate the Collateral Management Process For Hedge Funds and Asset Managers.

Hazeltree Partners With AcadiaSoft to Further Automate the Collateral Management Process For Hedge Funds and Asset Managers.

January 19, 2016

HazelTree will integrate AcadiaSoft’s MarginSphere® service into the OTC Collateral Management Module of the HazelTree Integrated Treasury Management Solution, enhancing its functionality and connecting HazelTree’s community of hedge fund and asset manager clients to the MarginSphere® community. NEW YORK – January 19, 2016 HazelTree, the leading integrated treasury management solution provider today announced that it […]

Hazeltree and Goldman Sachs Asset Management Announce Strategic Partnership to Help Investment Managers Manage Cash Holdings

Hazeltree and Goldman Sachs Asset Management Announce Strategic Partnership to Help Investment Managers Manage Cash Holdings

December 22, 2015

NEW YORK–(BUSINESS WIRE)–HazelTree and Goldman Sachs Asset Management (GSAM) announced today a strategic partnership to assist hedge funds, fund administrators, managed account providers and family offices in improving their cash management. The partnership is in response to the changing regulatory environment for systemically important financial institutions (SIFIs), particularly Basel III guidelines on capital requirements and […]

Exclusive: Hazeltree Doubles Client Base

Exclusive: Hazeltree Doubles Client Base

December 11, 2014

New York-headquartered treasury management firm HazelTree has told HFMWeek that its client list has doubled this year. The firm had 20 clients at the beginning of the year and will end 2014 with just over 40, of which 35 are hedge funds, CEO Stephen Casner said. “It’s been a banner year for us, partly because […]

Active Counterparty Management

Active Counterparty Management

This paper is a detailed overview of the benefits of actively managing counterparties to minimizing risk and ensuring an effective partnership with each counterparty.

Active Treasury Management

This paper is a comprehensive overview of the different benefits and aspects of managing an active treasury function.
Active Treasury Management
Cash and Collateral Case Study

Comprehensive Cash Management

New York-based credit hedge fund with over $50B AUM wanted to streamline its cash and wire management and added Hazeltree Cash Manager™ to improve operational efficiencies and controls.

Effective Cash and Collateral Management

New York-based multi-strategy hedge fund with over $25B AUM wanted to streamline its cash and collateral management and added Hazeltree Cash Manager™ and Hazeltree Collateral Management to reduce risk and exposure, improve operational efficiencies, and increase transparency.
Cash and Collateral Case Study
Cash and Collateral Case Study

Transparent Securities Finance

Global Asset Manager with over $100B AUM wanted to optimize and increase transparency in managing their counterparties costs around borrow rates and overall finance costs and added Hazeltree Securities Finance and Hazeltree Counterparty Metrics™ to streamline their process.