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ASSET LIABILITY MANAGEMENT

Balance Sheet Management Services has one of the most comprehensive ALM models in the industry and features premium reports, such as a core deposit study and liquidity analysis. Every ALM client is supported by a team of financial, regulatory and analytic specialists to help institutions understand the risk exposure and liquidity levels on the balance sheet.

Premium Reports and Support

  • Quarterly reports with financial and analytic support.

  • NEV/EVE and NII analyses with eight rate-shocked scenarios.

  • Core deposit study updated quarterly.

  • Non-maturity deposit sensitivity analysis using varied assumptions.

  • Liquidity and funding risk analysis with cash flow forecast.

  • Annual “Understanding Your Assumptions” document.

  • Balance sheet overview, including concentration risk calculations.

  • Capital utilization analysis, including asset growth risk.

  • Investment portfolio analysis.

 

Easy-to-Read Reports

Our easy-to-read reports and executive summary are ideal for keeping tabs on your entire balance sheet and can help reinforce the decision-making process.

Financial Strategies Group

Clients are supported by a team of financial strategists and balance sheet experts to help them understand every part of the ALM and to identify challenges and opportunities that may exist in the balance sheet.

Specialty Reporting

More and more is being expected of institutions. Balance Sheet Management Services offers an extensive lineup of in-depth “what-if” analyses and summary reports that can complement your current ALM reporting.

  

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This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.


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