Debt Financing & Management
Strategic Debt Management
By Paul Forte, Erin S. Gore, Mary Peloquin-Dodd, Amir Rahnamay-Azar, and Lee White with contributions from Caitlin Bertha and Yoon Lee.
As core members of executive management, chief business officers are key players in campus administration. In the area of debt management, the chief business officer will likely have primary responsibility for educating the board and internal constituents about the reasons and consequences for selecting a particular financing strategy. Business officers must often explain the rationale for debt and the benefits of debt to audiences as well as manage the entire debt program.
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Resources
- Resource Page on Credit Ratings
- Moody's Cites Increasing Challenge of Managing Endowments. Citing a correlation between higher credit ratings and the execution of better investment management, Moody’s Investors Service's rating process is focusing more attention on an institution’s investment management and governance practices.
- Public-Private Partnerships Advance U.S. Higher Education Student Housing Projects (PDF). Standard & Poor's report finds these partnerships beneficial in meeting the challenge of updating existing student housing facilities or developing new ones. S&P's rating methodology is also included.
- How To Assess And Enhance Financial Health (PDF). St. Bonaventure uses a ratio analysis based on a composite financial index to communicate financial strengths and weaknesses and carry out the strategic plan. (Business Officer, April 2003)
- Take A Strategic Direction With Debt (PDF). The right strategy can direct your institution toward smart financing decisions about its entire debt portfolio. (Business Officer, September 2002)
