The Baker Group
1601 N.W. Expressway, 20th Floor
Oklahoma City, OK 73118-1426
Charles Amis, Vice President
Since 1979, The Baker Group, a general securities firm for community financial institutions, provides asset/liability management software and services. Their proprietary software and reporting systems include those for interest rate risk simulation, investment portfolio accounting and analytics, budget and board needs, and municipal bond credit data.
With their proprietary software, The Baker Group’s staff is dedicated to client education and support. The Baker Reporting systems include the following:
- Interest Rate Risk Monitor (IRRM): Interest Rate Risk Modeling and Reporting
o Simulation analysis for earnings and capital at risk
o Additional institution-specific analysis in support of modeling assumptions
o Stress testing or rate changes, modeling assumptions, balance sheet dynamics, and more
o Liquidity reporting and stress testing (dynamic sources and uses)
o Regulatory compliance support including model validations and board education
- Baker Bond Accounting (BBA) and Advanced Portfolio Monitor (APM): Investment Portfolio Accounting and Portfolio Analytics
o Dynamic cash flow analysis of portfolio holdings under different stress scenarios
o Municipal bond credit analysis including pre- and post-purchase reporting as well as periodic credit criteria filtering of portfolio.
As a Select Vendor of the PA Bankers Services Corporation, members of the PA Bankers Association will receive a 20-percent discount from The Baker Group’s standard fee schedule.Visit our website
Disclaimer: * Vendor selections and recommendations are made in accordance with the Services Corp's stated mission. It is believed that the promoted products and services merit strong consideration by PA Bankers member banks. PA Bankers Services Corporation's due diligence and selection criteria should not be construed as a guarantee, as the ultimate appropriateness may vary from bank to bank. In addition, PA Bankers member banks are encouraged to conduct their own due diligence reviews of recommended vendors. Remuneration received by the Services Corp is utilized in-part to support the PA Bankers Association through contracted agreements, corporate sponsorships and overhead coverage. This financial support expands resources and strengthens the services and programs of the PA Bankers Association.