As a strategic partner, ALM First works in conjunction with our clients’ finance and executive team to provide the analysis, strategy and tools needed to effectively manage risk and achieve their financial goals. Understanding an institution’s strategic goals, risk appetite and policy limits are the genesis for analyzing the balance sheet and developing plans for increased income, capital deployment and liquidity/funding needs.

This level is perfect for those who want to move beyond identifying balance sheet risk to deepening your finance/treasury staff and creating and enhancing strategies for increased balance sheet performance.

Included in the service are:

  • Core balance sheet strategy and consulting
  • IRR assessments, analytics and insight
  • Balance sheet management tools and analytics
  • Liquidity management, forecasting and stress testing
  • Regulatory readiness assessments and reporting
  • Customized training and education

With this level of partnership, ALM First goes beyond the Standard Partnership to provide your institution with reliable, objective consultation, advice and analysis for the balance sheet including detailed investment strategy, execution and enhanced performance.

Included in this service are:

  • Core balance sheet strategy and consulting
  • Investment portfolio strategy development, analytics, reporting, accounting and execution
  • IRR assessments, analytics and insight
  • Balance sheet management tools and analytics
  • Liquidity management, forecasting and stress testing
  • Regulatory readiness assessments and reporting
  • Customized training and education

This partnership leverages many of our services in one powerful, comprehensive package.  Through “in-sourcing” our finance and treasury personnel, expertise, systems and network, this services provides access to a full menu of consultative risk management and performance tools including:

  • Core balance sheet strategy and consulting
  • Investment portfolio strategy development, analytics, reporting, accounting and execution
  • IRR assessments, analytics and insight
  • Balance sheet management tools and analytics
  • Capital planning
  • Hedging
  • Liquidity management, forecasting and stress testing
  • Regulatory readiness assessments and reporting
  • Internal ALM validations
  • Unlimited ‘what-if’ scenarios
  • Customized training and education
  • Complimentary registration to both our annual Financial Forum and Financial Institute

Contact ALM First

We are proud to announce these informational webinars that offer our clients valuable education and
An informational webinar that offers valuable insights and helps interpret changing market conditions. Updates cover topics such as: • Economic and market conditions • Sector performance and recommendations • Macro factor risk analysis • Other special topics These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes. Learning Objectives: • Gain insight into current global economic conditions, as well as outlook for future events • Obtain new perspectives about what's going on in the markets today • Better understand how the economy could impact your organization
Proper assessment of portfolio performance is a critical component of our investment and risk management frameworks. This webinar will differentiate common measures of performance in the depository space, including a discussion of why yield can be a poor measure of both risk and return.