FI Capital Markets

Sterne Agee Solutions, Inc.

Sterne Agee has partnered with the ABA to offer Sterne Agee Solutions, Inc., which specializes in balance sheet and income statement analysis for financial institutions. Our interest rate and liquidity risk models provide institutions with a detailed asset/liability analysis to measure and assess the nature and degree of risk then develop solutions to maximize profitability and minimize risk in accordance with regulatory standards.

There is increasing regulatory scrutiny of interest rate risk to banks. Banks need to be ahead of the curve and be prepared for regulators and changing market conditions. Sterne Agee Solutions, Inc. can help by:

  • Identifying interest rate risk on bank's balance sheet and income statement
  • Being the source of strategies and ideas for managing interest rate risk and maximizing profitability
  • Assisting in ALCO/Board presentations

 

Risk Measurement Tools:

  • Asset/liability model using instrument level detail to measure earnings and capital at risk.
  • Investment portfolio model using an interest rate and credit driven prepayment model to determine price sensitivity and perform yield curve scenario analysis.
  • Return on Equity decomposition model to assess components of ROE and perform specific peer analysis.

 

Analysis and Solutions:

  • A team of professionals with over 50 combined years of bank Treasury and interest rate risk management experience.
  • Bank and Thrift regulatory experience.

 

ABA Member Benefits:

  • Sterne Agee Solutions, Inc. is a preferred provider of ABA Business Solutions, Inc.
  • ABA members receive special pricing for quarterly reporting and in-person consultation to evaluate the results and develop and monitor solutions.
  • ABA members have access to expertise in the Solutions team to address any issues that may impact the profitability and risk profile of the institution.

Contact Info

Sharon Lee Stark
Head of Sterne Agee Solutions, Inc.
205.271.6293
sstark@sterneagee.com

ABA Contact: Helen Sullivan, Senior Vice President, Capital Markets
202.663.5167
www.aba.com/businesssolutions