Asset-Liability Management
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Enhancing Investor Capacity
It is generally believed that investor capacity building will play a critical role in unlocking the potential for sustainable long-term infrastructure finance by strengthening investors’ analytical skills to evaluate and invest in infrastructure assets. Ultimately, the programme is expected to generate increased investment in bankable infrastructure assets, support the development of risk-sharing appetite among long term investors, thereby deepening the Benin and across the globen debt capital markets.
Introduction
During these challenging times, optimal Asset and Liability Management within a financial institution is more challenging than ever. The regulation that followed the crisis, in particular Basel III, has meant that optimization of assets and liabilities is vital in mitigating the ‘hit’ on Return on Equity that the regulation represents.
Life insurance companies for example are focused on ensuring a steady stream of long-term income to pay for future liabilities that are matched against that asset. These liabilities tend to be long term and illiquid in nature, and this requires insurance companies to invest in assets that match the profile of these liabilities
Objectives
By the end of the training, participant would have learned;
- Introduction to asset-liability management
- Asset-liability management strategies
- Cashflow matching
- Duration matching
- Practical considerations
- Product specific considerations
- ALM – other regulatory environments
- Corporate Infrastructure bond as an asset class
- Fundamentals of credit assets
- Risk management – credit assets
- Environment, social and governance considerations
- Lessons from other markets particularly on corporate infrastructure bond in asset-liability management
Methodology
The design of the course combines theory with relevant case studies as well as interactive participatory discussions. The course strikes a balance between qualitative and qualitative metrics, using case studies to illustrate core concepts. Role playing will also be used to showcase risk perceptions and how these matters when deciding to invest in infrastructure as an asset class. Importantly, through interactive discussions and case studies, we will illustrate the different characteristics of infrastructure and its sectors and how these issues matter in the appreciation, design and impact such projects will have on asset holder’s investment portfolios. Each day will conclude with a wrap up of core principles of each one of the sessions, drawing out each of the learning outcome for each session.
Sessions
This session aims to discuss Asset-liability management for insurers, specifically touching on the following:
- Defining ALM
- The need for ALM
- ALM strategies and extent to which insurers can implement these strategies
- Practical considerations
- Product specific considerations
- Regulatory and reporting trends and their impact on ALM
02
This session aims to discuss corporate infrastructure bonds as an alternative long term asset class that can match the contractual liabilities as well as deepen the insurance penetration to an optimum level and the considerations for insurers investing in this asset class, specifically looking at the following:
- Introduction to infrastructure debt instruments
- Use of credit enhancement including guarantees to mitigate risks inherent in infrastructure debt securities
- etc…
EVENTS DETAILS
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- 10:00am - 12:00pm
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