Why work with McQueen Financial?

McQueen Financial Asset Liability Management (ALM) reports will provide you with recommendations and strategies that are designed to fit your unique needs. We provide ALCO and your Board of Directors with the information you need to make the most informed decisions and add income to your bottom line.

So that you can be confident:

  • Your Asset Liability Management (ALM) report is focused on strategy recommendations.
  • Your ALM strategies include liquidity and capital management.
  • Your ALM report will develop a cost-effective marketing and growth strategy.
  • Your ALM report is a beneficial tool for modeling your financial institution in many different rate scenarios.
  • Your ALM meetings are beneficial and an educational event for your Board of Directors.
  • Your ALM reports surpass regulatory requirements.
  • Your ALM reports are formatted for all levels of management.

McQueen Financial proprietary ALM reports include:

  • Custom Reports
  • Economic Value of Equity
  • GAP Analysis
  • Gradual Rate Changes
  • Historic Analysis
  • Income Simulation
  • Shock Test
  • Variable Rate Changes

Asset Liability Management Review and Validation

McQueen Financial offers Asset Liability Management Review and Asset Liability Validation services designed exclusively for financial institutions. We will review your input data, assumptions and the results of our review will be reported in your Asset Liability model.

Our Asset Liability reviews validate the assumptions and interest rate risk measurement methodology for appropriateness to industry and regulatory standards. We also review the reasonableness of Asset Liability Management report results and trends relative to the financial institution’s data inputs and assumptions utilized.

This service provides evidence that your Asset Liability Management model has been reviewed for the validity of data input, appropriateness of the assumptions, adequacy of risk measurement and reasonableness of trends and results.