Balance Sheet Management
Our team approach it to work closely with clients to fully understand the impact of any investment strategy they may consider. We employ proprietary analytic tools to best understand the needs of clients and we employ decades of experience to measure the risk. Our process includes:
- Pro forma balance sheet models
- Interest rate risk position of our client
- Rate shock analysis of considered strategy
- Balance sheet impact and risk assessment
Our client-centric, holistic approach guides us in evaluating potential strategies. Various options are considered to better ensure the desired investment strategy fits into the overall balance sheet strategy of the client.