Asset and Liability Management: In-House or Outsource

Implementation of an ALM modeling solutions is expected at almost all financial institutions, regardless of size. There are many variables to consider when evaluating whether to perform this analysis in-house or use an outside vendor.

Market forces and regulatory demands have made the benefits of robust balance sheet management more obvious and critical. ALM modeling and IRR analysis reports are expected to be accurate while relying on a significant number of assumptions and model variables.

Part-1 of this webinar will explore the benefits and trade-offs of both approaches.

Part-2 will explore the philosophy of Mark H. Smith, Inc.’s approach to outsourced ALM services.

We’ll deliver a balanced approach in the presentation. The discussion will also include information about our company, who we are, and some of our insights gained from working with credit unions and their state and federal regulators across the country for over 30 years.