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.

  • Trade Posturing

    Trade Posturing

    After the U.S. increased tariffs on $200 billion of Chinese goods, China announced retaliatory tariffs ranging from 10% to 25% on $60 billion of U.S. goods beginning on June 1st.

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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

    Back-to-back swaps work as follows: the bank enters into two separate transactions with the customer: 1) a floating-rate loan and 2) a companion fixed-rate swap with its customer.

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  • How to Structure, Launch and Build Your Interest Rate Swap Program

    How to Structure, Launch and Build Your Interest Rate Swap Program

    A borrower swap program is a tool to help banks compete for long-term, fixed-rate loans. Success starts with identifying goals, deciding how to resource, and building the program.

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  • Community Banks and Derivatives: Debunking the Four Biggest Myths

    Community Banks and Derivatives: Debunking the Four Biggest Myths

    As commercial borrowers seek long-term funding, it’s time for risk-averse community banks to examine commonly-held phobia about using swaps.

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  • Quarterly Market Update: Current Themes in Balance Sheet Risk Management - Mar 2019

    Quarterly Market Update: Current Themes in Balance Sheet Risk Management - Mar 2019

    We will look at the markets, discuss risk management strategies, touch on the mandatory adoption date of ASU 2017-12 and provide our updated observations on SOFR.

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  • Solutions That Grow With Your Bank

    Solutions That Grow With Your Bank

    As your bank grows, either organically or through acquisition, new challenges emerge. Partnering with an independent firm with decades of experience can ensure that your bank’s growth is healthy.

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  • How to Measure the Success of Your Customer Swap Program

    How to Measure the Success of Your Customer Swap Program

    You launched a customer swap program for your financial institution. You may have one swap, or many swaps, under your belt and you want to understand just how successful your program has been.

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  • Request 2018 Customer Swap Benchmark Stats

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  • Preparing for SOFR: Changing the Playbook

    Preparing for SOFR: Changing the Playbook

    This webinar will recap what we know so far about the transition toward risk free rates and provide insight into what financial institution management teams are doing now to prepare.

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

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

    We will look at the markets, discuss risk management strategies, touch on the mandatory adoption date of ASU 2017-12 and provide our updated observations on SOFR.

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  • Video: Tools to Manage Interest Rate Risk

    Video: Tools to Manage Interest Rate Risk

    Interest rate risk is embedded in every financial institution’s balance sheet. Board members should encourage their management teams to consider adding derivatives to their tool kit.

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  • Trade Negotiations Intensify

    Trade Negotiations Intensify

    Escalation of U.S./China trade spat, saw the Trump administration increase tariffs on $200 billion of Chinese goods to 25%, sending U.S. equities lower & dragging the S&P 500 down to its worst week.

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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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  • 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 will 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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  • 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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  • Talking Swaps with PrecisionLender

    Talking Swaps with PrecisionLender

    Our friends from PrecisionLender, sat down with Jimmy O'Boyle from Chatham to talk swaps. They discussed current lending trends and meaningful customer swap program stats.

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  • Fed Lowers Interest on Excess Reserves

    Fed Lowers Interest on Excess Reserves

    The FOMC held the target range steady at the conclusion of last week’s policy meeting but cut the interest rate paid on excess reserves five 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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