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Before getting behind the wheel of a vehicle with a derivatives-powered engine, it is critical for a community bank to understand how the transmission works, and how/when to shift gears.
U.S. and Mexico Reach Deal
U.S. equity mkts ended week in positive territory & global bond rally continued as dovish sentiment offered from U.S. & E.U. bank officials & U.S./Mexico trade devs dominated headlines & drove mkts.
4 Characteristics of a FinPartner
Adding partnership-oriented selection criteria may serve you well during your vendor vetting process. Here are 4 characteristics to evaluate the next time you search for a suitable FinPartner.
3:47Back-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.
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.
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.
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.
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.
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.
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.
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.
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.
Trade Tensions Rise
Intensifying trade concerns gripped markets last week capping an end to the worst month of the year for U.S. equity markets and sparking a global bond rally.
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.
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
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.
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.
May to June
Fears of a prolonged U.S./China trade war dominated market headlines last week and sent U.S. equities lower with the S&P 500 posting a drop for the third consecutive week.
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.
