Quarterly ALM Strategy Update Series
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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 |