Balance Sheet Consulting
First Integrity Capital Partners offers our financial institution clients “balance sheet consulting services”.
We provide more than just a typical Asset/Liability management perspective because we apply our experience and understanding of the market to help you implement and manage all of your capital markets objectives as they relate to the balance sheet.
PRODUCTS – BALANCE SHEET CONSULTING SERVICES APPLIED TO:
- Interest rate derivatives
- Wholesale funding
- Global interest rate strategies
As independent derivatives consultants, we bring a “disinterested third party” viewpoint in evaluating these strategies from counterparties and will act as your advocate when dealing with this marketplace.
SERVICES
- Model and interpret your Asset/Liability management concerns
- Review counterparty-proposed derivative and funding strategies and quantify the overall value
- Accomplish your asset/liability objectives thru alternative derivative structures and hedging strategies
- Educate your lending team (and potential clients) to the benefits and risks of the derivative marketplace
- Monitor markets and scrutinize how specific structures are priced by your counterparty
- Audit the mark-to-market data provided by your counterparty
- Review all ISDA documentation and schedules and negotiate terms regarding credit support and other covenants
Our services are offered either on a project-specific consultation or a retainer-based agreement. We can customize any level of service your organization might require.