New York Bankers Association

Managing the Bank’s Investment Portfolio

6-week instructor-facilitated online course

Fundamentals for understanding the how a bank’s investment portfolio is managed. Objectives and composition of investment portfolios, and common bank investments are covered, focusing on their risk and return profiles. Various investment strategies are described and the development of bank investment policies is discussed.

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Price $875 NYBA or ABA Members/$1125 Non-Members with textbook;
$660 NYBA or ABA Members/$870 Non-Members without textbook.
A shipping/handling fee is added to ABA Online Courses with textbooks. State sales tax applies to cost of text only.
Prerequisites Participants will need access to the individuals who manage their bank’s investment portfolio and the information they use in this process. Participants should also have a basic familiarity with financial markets and financial instruments. This class uses a number of mathematical concepts and calculations to manage the investment portfolio.
Textbook Bank Management, 8th Edition, Timothy W. Koch and S. Scott MacDonald, Thomson Learning  Other courses using this textbook are: Analyzing Bank Performance; Managing Funding, Liquidity and Capital; Managing Interest Rate Risk.  

Audience – This course is designed for individuals involved in managing the bank’s investment portfolio.

Learning Objectives  After successfully completing this program, you will be able to:

  • Identify key characteristics and calculate the return of common investment instruments
  • Describe regulatory and accounting restrictions on bank investment portfolios
  • Identify important elements of a bank’s investment policy and formulate an example policy
  • Compare the benefits and risk of various investment strategies
  • Evaluate the return on taxable and tax-exempt securities and instruments with prepayment risk

College Credit Recommendations: In the upper division baccalaureate degree category, 3 semester hours in Banking, Business Administration, Finance or Management (when combined with Managing Interest Rate Risk, Managing Funding, Liquidity and Capital, and Managing the Bank’s Investment Portfolio.

The New York Bankers Association is a Local ABA Training Provider.

Questions: NYBA Professional Development at (212) 297-1679 or