Integrated Balance Sheet Management

EXCLUSIVE WEBINAR PANEL DISCUSSION

Following the financial crisis, banks realised the need to adopt a more holistic view of their balance sheets. The traditional ‘silo-driven’ view of Risk Management, with every department focusing on individual risk factors, revealed its structural limits: market, credit and liquidity risks represent only part of the whole picture, and institutions need to analyze risk in its entirety. 

At the same time, national and international supervisors have sought to understand the impact of adverse scenarios with a broader and deeper perspective, through advanced integrated stress testing. Holistic balance sheet simulation and stress testing exercises demonstrate key methodological and IT challenges, and greatly impact the way banking groups manage their KPIs and maximize value for the business. 

We’ve gathered industry experts from some of Europe’s leading banks to get their take on the challenges of holistic balance sheet management and the best practices to ensure an optimal balance sheet, before a brief overview of Prometeia’s solution to increase the effectiveness of Integrating Balance Sheet Management followed by an interactive Q&A with participants

Why This Webinar?

Holistic Balance Sheet Management is impacted in three primary ways. During this panel discussion, our experts address the challenges from a:

Organisational Perspective: Strong central steering and coordination across support functions is needed to identify and implement the optimal strategy for risk and return. We identify the complexities associated with accountability, coordination and impact of performance monitoring.

Methodological Perspective: A holistic view of BSM is incomplete without the incorporation of methodologies, including correlations and feedback effects, that have been developed by specialized functions (risk management and planning). We ask the experts if it's possible to setup a methodological framework that encompasses all structural risks of the banking book.

Technological Perspective: In the presence of input information and analysis tools spread across different departments and legal entities, it becomes very difficult, if not impossible, to manage the above optimisation process in an efficient way. We explore how technological changeover can improve governance and impact the collaboration between Risk and Finance.

The Speaker Panel

Bringing together the industry's leading experts