“Bank management needed an approach that focused on the total bank; and that approach became known as asset/liability management.”
— Dr. James V. Baker, Jr. Asset/Liability Management 1981
The Baker Group has been a trusted financial partner helping community financial institutions improve their decision-making, interest rate risk management, and investment portfolio performance since 1979.
In 1981, founder James V. Baker revolutionized financial risk management with his publication, Asset/Liability Management. In his best-selling book, Dr. Baker recommended integrating interest rate risk and investment portfolio management with balance sheet management to better monitor and measure interest rate risk and improve overall performance. By applying Baker’s “total bank” approach, community financial institutions were able to adapt to the changing market throughout the years.
Today, The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and interest rate risk management for community financial institutions nationwide. After decades of industry service, The Baker Group continues to grow and adapt in order to better serve their financial partners.
Resource Library:
- More TBG Articles & Insights
Stay informed and up to date on the latest financial topics by reading articles written by our financial strategies team.
- Baker Market Update
The Baker Group has two ways for clients to keep abreast of changing market conditions and the variables that drive those changes. Both reports are available in newsletter and podcast formats. Brief and informative, the reports include a commentary of the week’s economic developments, track Federal Reserve policy, and provide an overview of the week’s data releases.
- Monday's Baker Market Update: Latte with Lester—Week in Preview
- Friday's Baker Market Update: Lunch with Lester—Week in Review
- Market Moment
The Baker Market Moment is your way to stay on top of the latest in economic events and market-moving news. Whether it’s the latest news from the Fed or the latest number from Wall Street, the Baker Market Moment is where you can find it.