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Guide

Hedging solutions that grow with your institution

As your financial institution grows, new challenges emerge. Chatham assists you with managing rate risk, growing loan portfolios, and enhancing earnings. We are the largest independent hedging advisory firm with decades of experience.

Chatham provides advisory and technology solutions to financial institutions throughout the United States. Many have grown with us, leveraging our extensive capital markets experience, hedge accounting expertise, and leading derivatives technology, ChathamDirect.

No matter your size or your team’s derivatives knowledge, Chatham's experts and technology offer solutions to help you achieve your growth goals and on-going education to ensure a successful hedging program.

  • Balance sheet strategies. We work alongside your treasury team to help develop and execute accounting-friendly hedging strategies to best meet your ALM objectives.

  • Hedge accounting. Our team of accountants, many from the Big Four and the FASB, assist clients with structuring optimal hedging relationships as well as appropriately valuing and presenting them in financial statements.

  • Borrower hedging strategies. Institutions partner with Chatham to launch and grow successful borrower hedging programs, helping to win more customer relationships.

  • ChathamDirect technology. ChathamDirect is a digital platform for balance sheet and borrower hedging programs offering the tools for first-time hedgers and the functionality that established and sophisticated hedging programs require.

Your industry, inside and out

For decades, we have worked with hundreds of financial institutions helping them establish and grow a borrower swap program, offering strategic advice on balance sheet risk management, or helping manage the complexities of hedge accounting.

Flexing to fit your needs

You want to protect your margin. Optimize your balance sheet. Grow your business. And you’re looking for a financial risk management partner who can keep up with your customer’s demands. At Chatham, we don’t offer one-size-fits-all answers. Instead, we implement integrated solutions, tailoring our focus on advisory and technology to meet the needs and goals of your financial institution now and into the future.


Ready to talk?

Contact Chatham today to get started.


Disclaimers

Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit chathamfinancial.com/legal-notices.

Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions. All rights reserved.

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