Bank Portfolio Management Fundamentals

CFA Level III: Wealth Management and Institutional Investing · 3:20

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Lyrics

[Verse 1]
Banks collect deposits from the crowd
Money flowing in, they feel so proud
But they can't just sit on all that cash
Got to lend it out to make some scratch
Assets on the left, liabilities right
Balance sheet must balance day and night

[Chorus]
A-L-M keeps the bank alive
Asset Liability Management helps them thrive
Match the durations, watch the spread
Interest rate risk can wake the dead
Capital ratios, Basel's rules
These are the banker's essential tools

[Verse 2]
When rates go up, bond values fall
Duration mismatch can hurt them all
Short-term funding, long-term loans
Interest rate gaps shake their bones
Gap analysis shows the way
Positive or negative, night and day

[Chorus]
A-L-M keeps the bank alive
Asset Liability Management helps them thrive
Match the durations, watch the spread
Interest rate risk can wake the dead
Capital ratios, Basel's rules
These are the banker's essential tools

[Bridge]
Tier One capital stands so strong
Common equity where banks belong
Risk-weighted assets set the stage
Eight percent minimum, that's the gauge
Economic value, book value too
Different measures, different views

[Verse 3]
Hedging strategies, swaps and more
Derivatives help them even the score
Immunization is the goal they seek
Portfolio balance, strong not weak
Regulatory pressure shapes each choice
Basel Committee has a powerful voice

[Chorus]
A-L-M keeps the bank alive
Asset Liability Management helps them thrive
Match the durations, watch the spread
Interest rate risk can wake the dead
Capital ratios, Basel's rules
These are the banker's essential tools

[Outro]
From deposits to loans and back again
Portfolio management helps them win
Interest rates may rise and fall
But ALM principles conquer all

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