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eBIS regularly compiles content on numerous topics of interest to financial services professionals. If any of the content below is of interest to you, please register with us. Once logged in, you are free to view and use this information based on our terms of use and applicable copyright laws. We hope you find our content of value.

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eBIS Firm Documents (2)

ADV Part 2
The most recent regulatory firm brochure for eBIS, required for distribution to current and potential clients. This document is intended to answer questions about our ownership structure, services, investment philosophy, operational practices, personnel, etc.

Privacy Statement
eBIS policies for safeguarding the personal, non-public information of our clients.

Portfolio Risk Management (4)

Risk and Profitability Solutions: Objectives, Challenges and Long Term Benefits
A presentation outlining the core objectives of risk and profitability solutions, the challenges in supporting them, and the opportunities they afford to transform organizational management using metric-based value indicators and risk adjusted performance measures.

Derivatives: Functional Modeling
A white paper functional review of types of derivatives, their counterparties, and the timing and direction of cash flows. The document also addresses how institutions report these exposures internally and how they are categorized for Basel II disclosure.

Wholesale Assets: Functional Modeling
A white paper functional review of types of credit assets in the banking book of commercial banks, including loans, overdrafts, leases, letters of credit, trade finance and participations. The document also addresses how institutions report these exposures internally and how they are categorized for Basel II disclosure.

Concepts in Best Practice: Transfer Pricing Customer Accounts
A white paper identifying the types of risk a financial institution faces in taking deposits and extending funds to customers. We supply best practices for quantifying and reporting each type of risk.

Solution Architecture (2)

Data Warehouse Best Practices
A presentation on techniques for successful implementation of enterprise data warehouses. Content covers best practices in data architecture, data processing, back-end infrastructure and implementation procedures.

ETL Scorecard
A scorecard to drive selection of an extract, transform, and load (ETL) sofware tool. The scoreard defines important attributes of ETL applications by category (Data Processing, Scheduling Integration, Metadata Capture, Error Capture) and produces a weighted score by category and an overall application score for comparison across vendors.