Bond Portfolio: In Search of Buried Treasure
Expanding the search from the P&L expense line to the balance sheet reveals several “dollar bills” of profi...
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Market Insights - January 14, 2019
The equity markets moved broadly higher last week, largely on U.S.-China trade optimism, and dovish sentiment from Fed officials.
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.
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.
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.
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.
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.
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.
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.
Market Insights - January 7, 2019
The turn of the year also brought elevated volatility to funding markets, which put the differences between LIBOR and SOFR on full display.
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.
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.
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.
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.
Market Insights - December 17, 2018
The recent bout of market volatility seems to be accelerating into year-end as concerns over economic growth prospects and geopolitical risks take center stage.
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.
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?
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).
Quarterly Market Update: Current Themes in Balance Sheet Risk Management