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19 August, 2024

ALM Organization

 The senior management in the FI must be fully committed to integrating risk management into everyday operations and strategic decision-making in order for the risk management process to be successfully implemented.The Board should be in charge of overall market risk management, select the FI's risk management strategy, and establish upper and lower bounds for liquidity, interest rate, exchange rate, and equity price risks.

The ALCO is a decision-making unit made up of the senior management of the FI, including the CEO, and is in charge of strategic management of interest rate and liquidity issues as well as integrated balance sheet management from a risk-return perspective.While each FI will have to determine the function of its ALCO, its authority, and the decisions that will be made by it, its duties would typically include:

 

     Articulating  the  current  interest  rate  view  and  a  view  on  future  direction  of  interest  rate movements and basing its decisions for future business strategy on this view as well as other parameters considered relevant;

     Monitoring the market risk levels of the FI by ensuring adherence to the various risk-limits set by the Board;

     Choosing a business strategy for the FI that is compatible with its interest rate outlook, financial constraints, and predetermined risk management goals on both the assets and liabilities sides.This in turn would comprise:

Ø   determining the desired maturity profile and mix of the assets and liabilities;

Ø   product pricing for both - assets as well as liabilities side;

Ø   deciding the funding strategy i.e. the source and mix of liabilities or sale of assets; the proportion of fixed vs floating rate funds, wholesale vs retail funds, money market vs capital market funding domestic vs foreign currency funding, etc.

     Reviewing the results of and progress in implementation of the decisions made in the previous meetings

 

Analysis, monitoring, and reporting of the risk profiles to the ALCO should be the responsibility of the ALM Support Groups made up of operating staff. Additionally, the staff should create projections (simulations) that show how various potential changes in market conditions will affect the balance sheet and suggest the necessary steps to stay within FI's internal limitations.

 

The size of each institution, the mix of businesses, and the complexity of the organization will all affect ALCO's membership. The CEO, CMD, DMD, or ED should be in charge of the Committee in order to guarantee Top Management commitment and prompt response to market dynamics. Though the members of the Committee should include the Chiefs of Investment, Credit, Resources Management or Planning, Funds Management / Treasury (forex and domestic), International Business, and Economic Research, the composition of ALCO may vary among FIs depending on their individual setups and business profiles. For the development of MIS and associated computerization, the Head of the Technology Division should also be invited. Even subcommittees and support groups may exist in some FIs.The ALM system should be implemented under the supervision of the Management Committee of the Board or any other Specific Committee that the Board has established, and its operation should be frequently reviewed.