ABA Managing the Bank's Investment Portfolio 3/25/19
Fundamentals for understanding the how a bank’s investment portfolio is managed. Objectives and composition of investment portfolios, and common bank investments are covered, focusing on their risk and return profiles. Various investment strategies are described and the development of bank investment policies is discussed.
- Identify key characteristics and calculate the return of common investment instruments
- Describe regulatory and accounting restrictions on bank investment portfolios
- Identify important elements of a bank’s investment policy and formulate an example policy
- Compare the benefits and risk of various investment strategies
- Evaluate the return on taxable and tax-exempt securities and instruments with prepayment risk
This course is designed for individuals involved in managing the bank’s investment portfolio.
ABA Certificates: This course applies to the Certificate in Bank Financial Management.
College Credit Recommendations: In the upper division baccalaureate degree category, 3 semester hours in Banking, Business Administration, Finance, or Management (when combined with Analyzing Bank Performance, Managing Funding, Liquidity and Capital, and, Managing Interest Rate Risk) for classwork completed no later than September 30, 2017.