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The Future of AI in Public Funds Investing: Enhancing, Not Replacing, Human Expertise

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Artificial intelligence (AI), or machine learning, is rapidly transforming industries across the globe — and public sector finance is no exception. For counties, cities, municipalities, and other public entities, AI presents a powerful opportunity to enhance the management of public funds, streamline treasury operations, and improve investment outcomes. As stewards of taxpayer dollars, public finance … Continued

Suanne Lee Appointed to Board of Directors

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We are excited to announce that Suanne Lee has been appointed to the Deep Blue Investment Advisors (DBIA) Board of Directors. Since joining Deep Blue, Suanne has exemplified outstanding leadership, strategic vision, and a deep commitment to the company’s mission. Her contributions have played a key role in driving operational efficiencies and fostering a culture … Continued

Deep Blue Investment Advisors Ranked by Tampa Bay Business Journal

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For over 23 years, Deep Blue Investment Advisors has empowered communities to do more with what they already have. As the largest Florida-based firm managing public funds, we’re proud to share that the Tampa Bay Business Journal has ranked us 4th in total assets under management. This recognition reflects our unwavering commitment to providing expert … Continued

Safeguarding the Safety of Public Funds: Safekeeping vs. Custody

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Too many times the terms “custody” and “safekeeping” are used interchangeably, these services differ significantly. Local government investors should understand these distinctions and select the service level that best meets their needs. As we know, the priority for government investment management is the safety of public funds. A critical safeguard against fraud is the separation … Continued

Texas LGIP Status Update: Q3 2024

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Each quarter, Deep Blue’s financial experts analyze economic activity from the past quarter to provide insight as we look ahead. In this way, we protect and build your financial assets while advising you on the best use of your funds.

Florida LGIP Status Update: Q3 2024

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Each quarter, Deep Blue’s financial experts analyze economic activity from the past quarter to provide insight as we look ahead. In this way, we protect and build your financial assets while advising you on the best use of your funds.

Positioning for Value: Capturing Yield as Rates Begin to Fall

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For the past few years, the Federal Reserve has steadily raised interest rates to combat post-pandemic inflation, a process that has taken longer and has required higher rates than initially anticipated. This in part has led to an inverted yield curve, where shorter-term or cash investments have a higher yield than longer-term treasuries. However, we … Continued

Texas LGIP Status Update: Q2 2024

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Each quarter, Deep Blue’s financial experts analyze economic activity from the past quarter to provide insight as we look ahead. In this way, we protect and build your financial assets while advising you on the best use of your funds.

Florida LGIP Status Update: Q2 2024

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Each quarter, Deep Blue’s financial experts analyze economic activity from the past quarter to provide insight as we look ahead. In this way, we protect and build your financial assets while advising you on the best use of your funds.

Understanding Arbitrage Rebate: Ensuring Compliance with Tax-Exempt Debt Regulations

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Navigating the complexities of arbitrage rebate is crucial for any borrower involved in tax-exempt and tax-advantaged debt. Established by the Internal Revenue Code of 1986, these rules aim to prevent the abuse of tax-exempt borrowing — a subsidy from the federal government intended to be used responsibly. In recent years, the financial landscape has seen … Continued