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  2. Asset and liability management - Wikipedia

    en.wikipedia.org/wiki/Asset_and_liability_management

    Asset-Liability Management by riskglossary.com; Asset - Liability Management System in banks - Guidelines Reserve Bank of India; Asset-liability Management: Issues and trends, R. Vaidyanathan, ASCI Journal of Management 29(1). 39-48; Price Waterhouse Coopers Status of balance sheet management practices among international banks 2009; Bank for ...

  3. Asset/liability modeling - Wikipedia

    en.wikipedia.org/wiki/Asset/liability_modeling

    Asset/liability modeling is an approach to examining pension risks and allows the sponsor to set informed policies for funding, benefit design and asset allocation. Asset/liability modeling goes beyond the traditional, asset-only analysis of the asset-allocation decision. Traditional asset-only models analyze risk and rewards in terms of ...

  4. Asset–liability mismatch - Wikipedia

    en.wikipedia.org/wiki/Assetliability_mismatch

    In finance, an assetliability mismatch occurs when the financial terms of an institution's assets and liabilities do not correspond. Several types of mismatches are possible. An asset-liability mismatch presents a material risk at institutions with significant debt exposure, such as banks or sovereign governments.

  5. Duration gap - Wikipedia

    en.wikipedia.org/wiki/Duration_gap

    Formally, the duration gap is the difference between the duration - i.e. the average maturity - of assets and liabilities held by a financial entity. [3] A related approach is to see the "duration gap" as the difference in the price sensitivity of interest-yielding assets and the price sensitivity of liabilities (of the organization) to a change in market interest rates (yields).

  6. Allowance for Loan and Lease Losses - Wikipedia

    en.wikipedia.org/wiki/Allowance_for_Loan_and...

    Some of the general challenges that financial institutions face with regards to the ALLL estimation include the manual, time-intensive nature of the reserve estimation process each month or quarter; producing adequate documentation and disclosures; incorporating new accounting standards and regulations released by FASB and federal regulatory bodies, and increased scrutiny on the assumptions ...

  7. Liability-driven investment strategy - Wikipedia

    en.wikipedia.org/wiki/Liability-driven...

    In essence, the liability-driven investment strategy (LDI) is an investment strategy of a company or individual based on the cash flows needed to fund future liabilities. It is sometimes referred to as a " dedicated portfolio " strategy.

  8. JPMorgan Chase (JPM) Q4 2024 Earnings Call Transcript - AOL

    www.aol.com/jpmorgan-chase-jpm-q4-2024-181518063...

    Excluding the prior year's net investment securities losses, it was up 21%, largely on higher asset management fees and investment banking fees. Should you invest $1,000 in JPMorgan Chase right now?

  9. Interest sensitivity gap - Wikipedia

    en.wikipedia.org/wiki/Interest_sensitivity_gap

    The interest sensitivity gap was one of the first techniques used in asset liability management to manage interest rate risk. [1] The use of this technique was initiated in the middle 1970s in the United States when rising interest rates in 1975-1976 and again from 1979 onward triggered a banking crisis that later resulted in more than $1 trillion in losses when the Federal Deposit Insurance ...