Quarterly ALM Strategy Update Series

Archive for the ALM Strategy Update webinar series.

Topics covered include:

  • Asset-liability management (ALM)
  • ALM modeling and assumptions
  • What-if analysis
  • Industry and market trends
  • Peer comparisons, profitability analysis and other special topics

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Date Topic Download Slides Download Recording
November 2022 Industry Update PDF File Weblink
August 2022 Industry Update PDF File Weblink
May 2022 Industry Update PDF File Weblink
February 2022 Industry Update PDF File Weblink
August 2021 Industry Update PDF File Weblink
May 2021 Industry Update PDF File Weblink
January 2021 Industry Update PDF File MP4 File
December 2020 Industry Update PDF File MP4 File
November 2020 Industry Update PDF File MP4 File
October 2020 Market Update PDF File MP4 File
September 2020 Market Update PDF File MP4 File
August 2020 Market Update PDF File MP4 File
July 2020 Market Update PDF File MP4 File
June 2020 Industry Update PDF File MP4 File
May 2020 Market Update PDF File MP4 File
April 2020 Market Update PDF File MP4 File
March 2020 Market Update PDF File MP4 File
February 2020 Industry Update PDF File MP4 File
January 2020 Monthly Relative Value PDF File MP4 File
December 2019 Industry Update PDF File MP4 File
November 2019 Monthly Relative Value PDF File MP4 File
October 2019 Monthly Relative Value PDF File MP4 File
September 2019 Industry Update PDF File MP4 File
July 2019 Auto Loan Update PDF File MP4 File
June 2019 Industry Update PDF File MP4 File
April 2019 Monthly Update PDF File WMF File
March 2019 FTP & It’s Role In Pricing PDF File WMF File
February 2019 Funds Management  PDF File WMF File
January 2019 A Disciplined Approach to Reinvestment PDF File WMF File
November 2018 Wholesale Leverage & Loans PDF File WMF File
October 2018 Risk Management PDF File WMF File
August 2018 Credit Union Industry Update PDF File WMF File
July 2018 Hedge Positioning PDF File WMF File
June 2018 Meaningful What-If Analyses PDF File WMF File
May 2018 Credit Union Industry Update PDF File WMF File
April 2018 Auto Pricing PDF File WMF File
March 2018 Profitability Analysis PDF File WMF File
February 2018 IRR Modeling PDF File WMF File
January 2018 Liquidity Coverage Ratio PDF File WMF File
December 2017 2017 Year-In-Review PDF File WMF File
November 2017 Benefits of Pre-Funding PDF File WMF File
October 2017 Auto Loan Update PDF File WMF File
September 2017 Liquidity Risk in Regulatory Focus PDF File WMF File
August 2017 Loan Asset Class Update – Relative Value Client Portal Client Portal
July 2017 Model Balance Sheet and Economic ROE PDF File WMF File
June 2017 Agency TBA MBS PDF File WMF File
May 2017 Q1 2017 Earnings Update PDF File WMF File
April 2017 Model Balance Sheet Update PDF File WMF File
March 2017 Industry Update PDF File WMF File
February 2017 Depository Valuations on the Rise PDF File WMF File
January 2017 Q4 2016 Market Factors PDF File WMF File
December 2016 The Fed Rate Hike & Core Funding PDF File WMF File
November 2016 Concepts & Uses of Duration Gap Client Portal Client Portal
October 2016 Hedging MSR Assets PDF File WMF File
September 2016 Sources & Costs of Liquidity PDF File WMF File
August 2016 Loan Asset Class Update: Relative Value PDF File WMF File
July 2016 Return on Equity: Concepts and Applications PDF File WMF File
June 2016 Introduction to Risk-Based Capital PDF File WMF File
May 2016 Evaluating Risk Using Scenario Analysis Client Portal Client Portal
March 2016 Overview of ASG Rollout PDF File WMF File

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Protect Profitability in Today’s Mortgage Market

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