Financial Products Research
Session Number
Project ID: BIZ INTRN 07
Advisor(s)
Fernando Diaz; Illinois State Treasurer’s Office
Maggie Owen; Illinois State Treasurer’s Office
Discipline
Business
Start Date
19-4-2023 10:35 AM
End Date
19-4-2023 10:50 AM
Abstract
The job of the office of the State Treasurer is to oversee the cash, debt and
investments of the state while simultaneously cultivating good financial decision making among the constituency. I worked with the Illinois State Treasury’s financial products team to learn about and contribute to the evaluation of different financial products and related services. The project(s) given to me consisted of multiple facets of finance and required me to work with the State Treasury’s investment and education team. With the investment team, I worked on auditing an asset manager, who falsified their Sub-TA fee rates. With the education team, I worked on evaluating the efficacy of the Illinois Financial Wellness Hub, a new educational resource for all Illinoisans. It was also my responsibility to create detailed reports identifying the impact of different types of webinar styles on resource engagement. Fundamentally, I assisted the State Treasurer's office by evaluating the efficacy of their educational programs and marketing styles while concurrently playing a vital role in overseeing proper due diligence on asset management.
Financial Products Research
The job of the office of the State Treasurer is to oversee the cash, debt and
investments of the state while simultaneously cultivating good financial decision making among the constituency. I worked with the Illinois State Treasury’s financial products team to learn about and contribute to the evaluation of different financial products and related services. The project(s) given to me consisted of multiple facets of finance and required me to work with the State Treasury’s investment and education team. With the investment team, I worked on auditing an asset manager, who falsified their Sub-TA fee rates. With the education team, I worked on evaluating the efficacy of the Illinois Financial Wellness Hub, a new educational resource for all Illinoisans. It was also my responsibility to create detailed reports identifying the impact of different types of webinar styles on resource engagement. Fundamentally, I assisted the State Treasurer's office by evaluating the efficacy of their educational programs and marketing styles while concurrently playing a vital role in overseeing proper due diligence on asset management.