TRAINING IDEAS
MODULES

ALM Masterclass
Intensive 12 module programme covering covering end to end balance sheet optimisation
This intensive workshop looks to explore what, within the industry, is considered best practice of an ALM function and moreover via real life case studies and excel based simulations explain how the function looks to optimise balance sheet performance via the more selective deployment of balance sheet resources. In addition it will explore the fluid regulatory landscape in which ALM is functioning and outline what the industry considers as best practice in terms of dealing with the challenges that landscape presents.
Course outline
Module:
1
Linking Asset and Liability Optimisation to Return on Equity
Responsibilities and best practice of Asset and Liability Committee [ALCO]
Impact of Basel III on Capital
The risk constraint ratio
The leverage ratio
Recap on the Standardised Methodology for Credit Risk
Credit Conversion Factors
Adjusting for Collateral
Gearing - Linking asset and liability pricing to returns on capital
So what does this mean for ALM and ultimately strategy?
Module:
3
Linking Accounting and Prudential Regulation – Overview of IFRS9
Overview of IFRS 9 – what’s new?
Linking IFRS 9 to Asset Performance and Capital
The drivers of rising impairment under IFRS 9
Further considerations
Module:
5
Non-Traded Market Risk - Overview of IRRBB
What is IRRBB and what are the sources of it
Comparing IRRBB to CSRBB
Measuring IRRBB
Economic Value of Equity [EVE} vs Earnings at Risk [EAR]
PV01 and DV01
Review of BIS 368 ‘Final’ Standards for IRRBB
Treatment of cash flows
Time bucketing of cash flows
Discounting of cash flows
Stressing of cash flows
Best practice in Structural Hedging
What to hedge
When to hedge
How much to hedge
Governance and review– keeping the structural hedge appropriate
Module:
7
Basel Liquidity Regime – Pillar I
Evolution of Liquidity Regulation
Basel III Liquidity Regime
Liquidity Coverage Ratio [LCR]
Net Stable Funding Ration [NSFR]
How they work in harmony
So what does this mean for ALM and ultimately strategy and liquidity preferences?
Module:
9
Defining and Deriving the FTP Curve
Defining FTP
What is it?
Why have it?
Why is it essential in optimizing portfolios?
Evolution of FTP methodologies
Deriving the FTP Curve - Market sources and proxies
Challenges of deriving the curve in an under developed wholesale environment
Use of basis and cross currency swaps
Ownership and governance
Module:
11
Pricing with FTP
Pricing flow business
Pricing ‘cushions’/buffers
Reflecting regulation in FTP e.g. impact of LCR
Trends and trajectories in FTP methodologies – inclusion of capital in a a FTP mechanism
Module:
2
Optimising Assets - Internal Rating Based (IRB) approach for Credit Risk
Incentives for adopting IRB – more complexity less capital
Foundation IRB (FIRB) compared to Advanced IRB (AIRB)
Constructing the IRB equation for wholesale
Constructing the IRB equation for retail
Adjusting IRB for calculation of Economic Capital
Module:
4
Asset and Liability Gap Analysis
Challenges of Maturity Transformation
Selecting appropriate time buckets
Distribution of maturing and non-maturing assets and liabilities
Introduction to behavioural modelling
Adjusting for prepayment and redemption
Module:
6
Measures of Liquidity Risk
Distinguishing between Liquidity and Funding Risk
Basic framework of the liquidity statement
Liquidity Ratio
1 Week and 1 Month Liquidity Ratios
Cumulative Liquidity Model
Liquidity Risk Factor
Concentration Report and Inter-Entity Lending Report
Limitations of the traditional measures
Module:
8
Basel Liquidity Regime - Beyond Pillar I
Overview of the Individual Capital Adequacy Assessment Process [ICAAP]
Overview of the Individual Liquidity Adequacy Assessment Process [ILAAP]
What stress is appropriate – what qualifies as ‘severe but plausible’
Harmonising ICAAP and ILAAP
Effective Recovery and Resolution Planning [RRP]
Module:
10
Operating FTP
‘Behaviouralising’ Portfolios
Methodologies
Ownership and governance
Including in management reporting – stock/flow rate blending
Driving behaviours
Aligning business incentivisation
Tools/Products to optimise
Distributing the cost of unwind
Module:
12
Optimising Deposits Portfolios
Best practice in managing non-wholesale portfolios
Segmenting the portfolio – identifying what to grow, migrate or exit
How banks are adapting products/strategies to support optimisation
Tools and communications to achieve optimisation
Detune and migration strategies – calculating the ‘relasticity’