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Portfolio Accounting
 
 
  ALM Questionnaire
1. The bank's asset size range:*
2. The community the bank serves could best be described as:*
3. The bank's investment portfolio is made up primarily of:*
4. The bank's lending portfolio is made up primarily of:*
5. The bank's funding portfolio is made up primarily of:*
6. Does the bank currently have any FHLB advances:*
7. Regular Board meetings are held:*
8. How would you rate the Board's overall comfort level and understanding of ALM:*
9. How would you rate the ALCO's overall comfort level and understanding of ALM:*
10. Who handles your investment portfolio accounting:*
11. How is your ALM information currently prepared:*
12. Where do you feel you need the most assistance where ALM issues are concerned:*
13. Your Information:*
Name:
E-mail:
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