Financial Institutions

Interest rate risk hedging, balance sheet risk management and treasury investment advisory resources for CEOs, CFOs, CLOs and Treasurers at community and regional banks.

  • Market Insights – October 15, 2018

    Market Insights – October 15, 2018

    Equities took the market for a ride last week, trading with elevated volatility that brought the Dow Jones Industrial Average lower by roughly 1,000 points (-4.1%) on a week-over-week basis.

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  • Past Performance, No Guarantee

    Past Performance, No Guarantee

    With so many moving parts, assessing the performance of the individuals responsible for managing the investment portfolio can be a difficult task.

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  • Back-to-Back Interest Rate Swaps Explained in 3 Minutes3:47

    Back-to-Back Interest Rate Swaps Explained in 3 Minutes

    Swaps have always been a useful way for banks to manage risk. Currency risk, credit risk and interest rate risk can all be hedged, separating out the different types of risk inherent in a transaction.

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  • Quarterly Market Update: Current Themes in Balance Sheet Risk Management - Aug 2018

    Quarterly Market Update: Current Themes in Balance Sheet Risk Management - Aug 2018

    We examined the factors driving the markets and discuss the balance sheet risk management strategies being considered across our client franchise. We also provided an update on the state of LIBOR.

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  • Check out where we'll be in 2018

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  • 3 Reasons to Partner With an Advisor on Your Investment Portfolio

    3 Reasons to Partner With an Advisor on Your Investment Portfolio

    As rising short-term interest rates flatten the yield curve, the resulting squeeze in bank margins is leading executives to look in every nook and cranny seeking cost savings.

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  • Market Insights – October 1, 2018

    Market Insights – October 1, 2018

    As was widely expected, the Federal Open Market Committee (FOMC) voted unanimously last week to raise the federal funds rate 25 basis points.

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  • Market Update: Banking in Uncertain Times - Déjà vu All Over Again

    Market Update: Banking in Uncertain Times - Déjà vu All Over Again

    This webinar provides bankers, relationship managers and lenders critical insights they need to better serve their customers and succeed in today’s marketplace.

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  • Video: Understanding Interest Rate Risk

    Video: Understanding Interest Rate Risk

    This video outlines how interest rates impact the typical bank, and explains the board’s role in mitigating interest rate risk.

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  • LIBOR Transition Raises Basis Risk Fear

    LIBOR Transition Raises Basis Risk Fear

    Chatham's Todd Cuppia is quoted in a Risk article about the transition from LIBOR to SOFR, and how the shift to a secured benchmark could cause dislocation between bank funding and lending rates.

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  • How to Measure the Performance of Your Investment Management Team

    How to Measure the Performance of Your Investment Management Team

    Assessing the performance of those responsible for managing the investment portfolio can be difficult. Consider the entire balance sheet strategy and how the investment portfolio complements it.

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  • What's the Real Cost to Shifting the Portfolio Management Process?

    What's the Real Cost to Shifting the Portfolio Management Process?

    There are three methods to manage a bank’s investment portfolio: in-house, broker/dealer or outsourcing to an independent investment advisor. What is the true cost of each?

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  • 5 Ways to Maximize the Value of Your Investment Portfolio

    5 Ways to Maximize the Value of Your Investment Portfolio

    Improving security portfolio yields can help to bolster total interest income earned, return on assets (ROA) and return on equity (ROE).

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  • Quarterly Market Update: Current Themes in Balance Sheet Risk Management

    Quarterly Market Update: Current Themes in Balance Sheet Risk Management

    In this installment of Chatham Financial’s Quarterly Market Update webinar series, we will examine the factors driving the markets and discuss the risk management strategies being considered across ou

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  • What's lost in transition from LIBOR to new benchmark

    What's lost in transition from LIBOR to new benchmark

    International Swaps and Derivatives Association is developing a methodology that would essentially add a credit-risk spread premium to a SOFR-derived rate.

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  • Market Insights – September 24, 2018

    Market Insights – September 24, 2018

    Rates rose over the course of last week in anticipation of a likely 25 basis point hike by the FOMC on Wednesday.

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  • Swap Sales Strategy Session

    Swap Sales Strategy Session

    This webinar provides bankers, relationship managers and lenders a Q1 2018 economic update, structuring tactics and a review of 2017 swap trends.

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  • Considerations for LIBOR Alternatives in Loan Documentation

    Considerations for LIBOR Alternatives in Loan Documentation

    Chatham Financial covers some of the issues that should be considered as market participants prepare for the unavailability of LIBOR and the resulting impact on loans and derivatives.

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  • Quarterly Market Update: Current Themes in Balance Sheet Risk Management

    Quarterly Market Update: Current Themes in Balance Sheet Risk Management

    This webinar will examine the factors driving the markets and discuss the risk management strategies being considered across Chatham Financial's clientele.

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  • The State of Play on Derivatives Regulation

    The State of Play on Derivatives Regulation

    The State of Play on Derivatives Regulation Now more than a year since a new Presidential administration took residence on Pennsylvania Avenue, consequential changes to derivatives laws are...

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  • How Will Tax Reform Impact Financial Institutions’ Investment Portfolios

    How Will Tax Reform Impact Financial Institutions’ Investment Portfolios

    With the President signing off on the Tax Cuts and Jobs Act on December 22nd, 2017, financial institutions (FIs) must determine how the changes will affect their business as a whole.

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