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Implementing a Hedging Strategy Designed For Your Financial Institution

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July 29, 2021 @ 10:30 am CDT

Credit unions and banks are now on nearly equal footing to use derivatives as part of a hedging strategy. But hedging is more than mitigating risk – financial institutions can use derivatives as part of a broad strategy to take advantage of market opportunities, which may improve profitability. What steps should you take to implement an effective derivatives strategy for your financial institution?

Robert Perry, Principal at ALM First, and Thomas Griswold, head of Advisory Services, will discuss the key elements of a hedging strategy, how to implement one and why a hedging strategy may benefit your balance sheet in today’s rate environment.

Learning Objectives:

  • Clarify why financial institutions need a hedging strategy
  • Outline the new rules on derivatives that apply to credit unions
  • Understand how to develop and implement a hedging strategy
  • Learn how a sound hedging strategy can help strengthen an institution’s balance sheet