Determining average duration of all liabilities


1) Utilize the balance sheet information given below to answer question:

Balance Sheet ($ thousands) and Duration (in years)

Duration Amount
T-bills 0.5 90
T-notes 0.9 55
T-bonds 4.393 176
Loans 7 2724
Deposits 1 2092
Federal Funds 0.01 238
Equity 715

i) Find out the average duration of all assets?

ii) Determine the average duration of all liabilities?

iii) Compute the FI’s leverage-adjusted duration gap? Find the FI’s interest rate risk exposure?

iv) If whole yield curve shifted upward 0.5 percent (i.e., ΔR/(1 + R) = .0050), find out the impact on the FI’s market value of equity?

v) If whole yield curve shifted downward 0.25 percent (i.e., ΔR/(1 + R) = −.0025), find out the impact on the FI’s market value of equity?

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Finance Basics: Determining average duration of all liabilities
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