BTRM Working Paper Series, #6

BTRM Working Paper Series, #6

Establishing A Broad Client Liabilities Strategy 
by David Castle

One of the key tenets of a coherent strategic ALM policy is an integrated approach to raising customer liabilities. When we say integrated we mean an articulated strategy that seeks to create the optimum liabilities mix and one that complements the asset mix side of the balance sheet. The sixth in our series of Working Papers is authored by David Castle and is entitled "Establishing a Broad Client Liabilities Strategy". Mr Castle presents one way to make an excellent start in getting such an optimising process underway."


September 2016