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Microlesson · 5-min read

Management of Cash — Objectives and Motives for Holding Cash

# Management of Cash

Cash management is a key function of the finance manager. It is concerned with managing:

  • Cash flows into and out of the firm;
  • Cash flows within the firm; and
  • Cash balances held at a point in time — by financing any deficit or investing any surplus.

## Objectives of cash management

  • Provide adequate cash to each unit as per its requirements.
  • Ensure no funds are blocked in idle cash.
  • Invest surplus cash (if any) to maximise returns.

> A cash management scheme is a delicate balance between liquidity and cost — enough cash to stay liquid, but not so much that it costs the firm in foregone returns.

## The three motives for holding cash (Lord Keynes)

Keynes (a British economist) identified three reasons a firm holds cash/liquidity:

MotiveWhy cash is held
Transaction needTo meet day-to-day expenses and debt payments.
Speculative needTo grab profitable opportunities that may suddenly appear and would be lost without ready cash.
Precautionary needAs a safety buffer against unexpected events.

## Quick recall

Three motives = T-S-P: Transaction (routine), Speculative (opportunity), Precautionary (safety).

⚠️ Common exam mistakes

  • Confusing the speculative and precautionary motives — speculative = cash held to seize a profitable opportunity; precautionary = cash held as a safety cushion against the unexpected.
  • Stating the objective as simply 'hold maximum cash' — the real objective is the trade-off between liquidity and cost, ensuring no funds lie idle.
  • Attributing the three motives to the wrong economist; they are from Lord Keynes.
Reference:
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