Heber Fuger Wendin (HFW)
Independent, fee-only financial advisor and investment counsel firm established in 1934
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Independent, Third Party interest Rate Risk Reviews

Independent, Third Party Interest Rate Risk Reviews

Independent, Third Party Interest Rate Risk Reviews

To satisfy state and federal regulatory requirements, HFW provides community banks and credit unions annual or ad-hoc independent, third party reviews of their interest rate risk models.  In connection with these low cost services, HFW reviews the following:

  • Institution’s asset/liability management policy

  • Asset/liability committee minutes

  • Manner in which financial data is entered into the model

  • Reasonableness of the interest rate risk assumptions

  • Accuracy and completeness of the data

  • Reasonableness of the results of the institution’s interest rate risk calculations on net interest income and the economic value of its equity

  • Independent reviews of interest rate risk

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