Managing Bank Investment Portfolios

Author: Fred Poorman, Jr., CFA
The ALM Network; Leonard Matz, Gary M. Deutsch
Format 3-Ring Binder
Price: $525
Plus shipping and handling.
Sales Tax: for NY, TX, DC, CT orders only.

Automatic Update Program

Your purchase of this product makes you eligible for enrollment in Sheshunoff’s Update Program, under which future supplements and revised editions of this product will be automatically sent to you as published for your 30-day risk-free review, not more than twice annually. Billing will occur at the time of shipment, and prices will be based on prices in effect at the time of shipment plus shipping and handling. If you do not want to keep a shipment, simply return it and the canceled invoice within 30 days of receipt to Sheshunoff Information Services at the address on the invoice. To request return shipping simply call Sheshunoff at 800-456-2340. You may cancel your enrollment in this program at any time by notifying Sheshunoff Information Services at 800-456-2340 or by e-mailing .

Look Inside This Book!*
*Requires Adobe Acrobat Reader

Master the skills of effective investment portfolio management with these clear, real-life, practical examples and strategies based on the current rate environment and regulatory policies and guidelines.

The focus of this manual is on helping you develop and implement a comprehensive portfolio strategy that manages the inherent risks while maximizing your portfolio's profitability. Timely periodic updates help you keep up with the latest information.

The guidance is very specific and hands-on. For example, look for these checklists, techniques, and samples:

26 topics that should be addressed in investment policies
11 specific tactics for using investments to reduce interest rate risk
A sample gap worksheet for monitoring liquidity cash flow
3 typical liquidity ratios incorporating investment assets
6 items to consider in evaluating a broker/dealer firm
4 items to consider in evaluating individual broker/dealer representatives
A sample Interest Rate Risk Management Policy
17 sample investment portfolio management reports, and more

Sheshunoff Information Services Inc. has been the leading provider of professional publications and "how to" manuals for the banking industry since 1973.

Try Sheshunoff Managing Bank Investment Portfolios!
Just click above to order on-line. Or if you prefer, call (800) 456-2340, and we'll send you the Sheshunoff Managing Bank Investment Portfolios. Use it all for a full thirty days. If you're not completely satisfied just send it back along with the invoice marked “no thanks.” You risk nothing by saying “yes” right now!

About the Authors

Fred Poorman, Jr., CFA, is an author, consultant, and occasional bond salesperson specializing in investments, risk management, and asset/liability management (ALM) for financial institutions. Previously, he spent four years in corporate finance, eight years as a bank executive, and 10 years in brokerage, including stints on Wall Street and as the manager of fixed-income research at a well-known broker/dealer. Fred is the co-author, with Leonard Matz, of several Sheshunoff training and investment books. He is also the co-author of the Financial Manager Society’s Investment Basics for Community Financial Institutions. He was chairman of the 2000 and 2003 Risk Conferences on Bank Asset/Liability Management, in Paris and New York, respectively.

Leonard Matz, consultant and bank trainer, has been in the banking industry since he became a federal bank examiner in 1973. He has spent more than 15 years in banking as a senior manager, including serving as senior vice president for investments and funds management at the largest subsidiary of Michigan National Corporation. He was chairman of the Risk Conferences on Liquidity in 1999 and 2002, has lectured at the Graduate School of Banking at Madison, Wisconsin, and has been a member of the National Asset/Liability Management Association since 1989. Mr. Matz is the author or coauthor of numerous financial publications published by Sheshunoff including Liquidity Risk Management, Self-Paced Asset/Liability Training, as well as numerous magazine and journal articles.

Gary M. Deutsch, CPA has worked extensively with financial institutions in audit, lending, financial, and operational areas. He has served in senior positions for regional banks as VP of Finance, Real Estate Loan Officer and Senior Audit Manager. Mr. Deutsch served as a consultant to financial institutions in strategic planning, profit improvement, financial management, and merger- and acquisition-related studies while working at KPMG. He was the CFO at a start-up bank, where he organized the accounting, finance, and investment functions to manage significant growth.

Mr. Deutsch is the President of BRT Publications LLC, a professional authoring company serving the financial industry. Some of his published works for AlexInformation and Sheshunoff Information Services include ALM Management Manual, Loan Procedures Manual, Practices and Procedures for Financial Institution Risk Management, Bank Controller’s Manual, Internal Audit Procedures Handbook, and Risk-Based Audit for Financial Institutions.