The World Bank Treasury, provides consulting and technical assistance services to member central banks, national pension funds and sovereign fund managers to help countries deploy national wealth and manage foreign currency reserves more efficiently. Engagements typically last three years and target broad institution-building to support investment management operations.

Drawing on Treasury’s senior practitioners, advisory services are customized to meet the needs of high-level policy makers, investment managers and supporting functions such as accounting, internal audit and information technology (IT). A typical objective for many engagements is to assist clients in determining the appropriate strategic asset allocation (SAA) for the funds, implement the strategy—either through in-house management or managing an external manager program—and ensure that proper risk management and controls are in place.

Consulting and technical advisory services are customized to meet the needs of central banks, national pension funds and commodity funds.  Based on an initial "peer review", the client and Treasury senior advisors develop broad objectives for an engagement and a detailed project plan. These advisory services typically fall into three types: 

• participation in the seminar and workshop program and internships at World Bank Treasury
• individual on-site consulting to advise on client-specific issues; and,
• external training in professional finance and investment courses.

At the end of each year, the client and Treasury's senior management meet to review progress, discuss specific challenges and elaborate the plan for the following year.