Discover how financial institutions are transforming Asset and Liability Management (ALM) into a strategic driver of risk-adjusted business planning.
In this joint paper from Chartis and Wolters Kluwer, we explore the future of ALM systems, from integrating credit and interest rate risk to building simulation-based planning and forecasting capabilities.
Ideal for CFOs, CROs, Treasurers, and Strategy Leaders, this paper explains how next-generation ALM frameworks can help align profitability, risk appetite, and enterprise strategy in today’s volatile market.
Download the report to learn how to strengthen long-term planning, improve resilience, and create a forward-looking foundation for sustainable growth.
Rethinking ALM for a more complex financial world
As market dynamics grow more volatile and interconnected, financial institutions are re-evaluating how they align balance sheet management with enterprise strategy.
This final paper, the third in the series, from Chartis and Wolters Kluwer explores how Asset and Liability Management (ALM) is evolving from an operational discipline to a strategic, risk-adjusted business planning framework, one that connects profitability, risk appetite, and long-term enterprise goals.
Inside the expert paper, you’ll discover:
- How strategic business planning connects both sides of risk and return
- The analytical and computational foundations of next-generation ALM
- Why integration of credit and interest rate risk is becoming essential
- How stress simulation and scenario analysis can strengthen long-term planning
- Practical steps to align strategy, risk, and performance across the enterprise
Who should read this paper
This paper is designed for financial and risk management leaders seeking to build a stronger, forward-looking ALM foundation:
- Chief Risk Officers (CROs) aiming to integrate ALM into enterprise-wide risk frameworks
- Chief Financial Officers (CFOs) and Heads of Treasury focused on aligning profitability and capital management with risk appetite
- Heads of Strategy and Enterprise Planning looking to embed simulation-based insights into strategic decision-making
- Regulatory and Compliance executives ensuring consistency between business [SA2] planning and supervisory expectations
Download the full paper to see how risk-adjusted business planning can turn ALM into a driver of strategic value for forward-thinking financial institutions.
