What it is:Chatham Financial is a leading independent financial risk management advisory and technology firm specializing in debt and derivatives solutions for over 3,500 clients globally.
Best for:Banks and credit unions, Large corporations with global operations, Real estate companies
Pricing:Free tier available, paid plans from Custom quote
Rating:85/100Very Good
Expert's conclusion:ChathamDirect is the number one choice for large enterprises that are automating their advanced global hedging programs using expert backed technology.
Reviewed byMaxim Manylov·Web3 Engineer & Serial Founder
What Is Chatham Financial and What Does It Do?
Chatham Financial is an international risk management advisory and technology firm that specializes in financial derivative risks and debt markets. The firm has been advising over 3,500 clients on a global scale using both its expert advisors and proprietary technology to deliver a comprehensive solution. The firm was established in 1991 and now advises on over $1.5 trillion in transactions each year and remains a 100% employee owned, independent firm.
What Are Chatham Financial's Key Business Metrics?
📊
3,500+
Clients Worldwide
🔄
$1.5T+
Annual Transaction Volume
📊
14
Global Offices
🏢
750+
Employees
💵
$360.9M
Annual Revenue
How Credible and Trustworthy Is Chatham Financial?
85/100
Excellent
Industry leading firm with over 35 years of experience, strong financial results and deep knowledge of financial risk management. Over 3500 clients use Chatham's services globally to manage their exposure to financial risk through significant transaction volumes.
BREAKDOWN
Product Maturity95/100
Company Stability90/100
Security & Compliance85/100
User Reviews80/100
Transparency85/100
Support Quality85/100
TRUST SIGNALS
35+ year operating historyISDA member and CDM champion3,500+ institutional clients$1.5T+ annual transaction volume100% employee-owned structure14 global offices supporting worldwide clients
What is the history of Chatham Financial and its key milestones?
1991
Company Founded
Mike Bontrager created Chatham Financial to act as advocates for the hedgers and to be experts in derivatives.
1991-2000s
Service Expansion
In addition to providing hedging advisory services, Chatham expanded to include FX hedging, hedge accounting, valuation, commodities and debt management services.
2008+
Post-Financial Crisis Growth
Following the 2008 financial crisis, Chatham invested heavily in developing their regulatory compliance practice and developing new technologies to support these practices.
Present
Global Market Leader
Today Chatham Financial operates 14 offices around the world with over 750 employees and serves over 3,500 clients with over $1.5 trillion in annual transaction volume and is the largest independent provider of financial risk management advisory and technology services in the world.
What Are the Key Features of Chatham Financial?
👥
Interest Rate Risk Management
Providing advisory and technology solutions for corporations to manage their exposure to interest rates across their corporate debt, derivatives and structured products.
✨
Foreign Currency Hedging
Providing comprehensive risk management solutions for corporations that have foreign currency exposures to protect them from losses due to fluctuations in foreign exchange markets, including hedge accounting, valuation and strategic hedging strategies.
✨
Commodity Risk Solutions
Providing expertise to identify and mitigate commodity price exposure for companies in the energy, agriculture and industrial sectors.
📊
Derivatives Trading & Execution
Providing trade execution and derivatives solutions with multiple counterparties and execution venues.
✨
Hedge Accounting & Valuation
Providing hedge accounting under ASC 815 and IFRS 9 services to accurately value hedges and report the effects of hedges on a corporation's financial statements.
👥
Debt Management Advisory
Providing strategic advice on debt management including defeasance, refinancing analysis and capital structure optimization.
📊
Proprietary Technology Platform
Advanced Analytics and Reporting Tools combining expert Advisory with Proprietary Models to Analyze Financial Risk.
✨
Custom Reporting Solutions
Customized Reporting Dashboards and Analytics that provide Clients a Clear Economic Understanding and Actionable Insights.
What Technology Stack and Infrastructure Does Chatham Financial Use?
Infrastructure
Global technology infrastructure supporting real-time derivatives analytics, transaction processing, and risk modeling across 14 offices worldwide.
AI/ML Capabilities
Proprietary financial modeling and analytics technology for interest rate derivatives, foreign exchange valuations, and commodity risk analysis.
Based on company website descriptions of technology-enabled advisory solutions and global technology platform capabilities
What Are the Best Use Cases for Chatham Financial?
Corporate Treasury Teams
Comprehensive Hedging Strategies and Valuation Services, including ASC 815 Compliance Reporting to Manage Interest Rate and Foreign Currency Exposures for Debt Portfolios.
Financial Institutions
Regulatory Compliance Support; Risk Modeling and Derivatives Expertise to Optimize Capital Management and Meet Regulatory Requirements Across Multiple Jurisdictions.
Private Equity & Investment Firms
Transaction-Level Financial Risk Analysis; Debt Management Advisory and Hedging Solutions During Acquisitions; Refinancing and Portfolio Optimization.
Insurance Companies
Insurance Risk Management Solutions; Investment Portfolio Hedging and ALM (Asset Liability Management) Advisory that Aligns with Regulatory Capital Requirements.
Real Estate & Infrastructure Groups
Real Estate Financing Advisory; Long-Term Mortgage Securitization Hedge Rates; and Infrastructure Project Risk Management.
Commodity-Exposed Businesses
Commodity Price Hedging Strategies; Exposure Analysis and Execution of Derivatives for Energy; Agricultural and Industrial Companies Managing Commodity Volatility.
NOT FORHigh-Frequency Trading Operations
Not Suitable - Institutional Grade Solutions by Chatham Financial Are Medium to Long Term in Nature as Compared to Milliseconds in Algorithmic Trading and Execution.
NOT FORRetail Consumer Businesses
Not Recommended - Chathams Institutional Grade Solutions Provide Complex Financial Risk Management Needs and Are Not Cost-Effective for Small Business Commodity Hedging Needs.
NOT FORSolo Freelancers / Micro Businesses
Not Suitable - The Service Model Requires Institutional Scale Financial Complexity and Multi-Million Dollar Transaction Volumes Typical of Corporate and Financial Institution Clients.
How Much Does Chatham Financial Cost and What Plans Are Available?
Pricing information with service tiers, costs, and details
☐Service
$Cost
ℹDetails
🔗Source
ChathamDirect Platform
Custom quote
SaaS-based treasury technology platform for managing exposures, hedging policies, execution, valuations, and hedge accounting compliance. Pricing based on organization size, complexity, and feature requirements.
Chatham Financial website
Hedge Accounting Consulting
Custom quote
Full outsourced hedge accounting solution including inception hedge designation memos, effectiveness assessments, auditor support, monthly journal entries, SEC filing support, and valuation reports with CVA/DVA calculations.
Chatham Financial website
Advisory Services
Custom quote
Treasury risk advisory, hedging strategy structuring, compliance support, and operational guidance. Pricing varies based on scope and engagement model.
Chatham Financial website
Interest Rate Cap Calculator
Free
Online tool to estimate costs of hedging floating rate debt. Enter notional amount, term, and cap strike price for indicative pricing.
Chatham Financial website
Defeasance Calculator
Free
Confidential online calculator to estimate defeasance costs in minutes. No email or registration required.
Chatham Financial website
ChathamDirect PlatformCustom quote
SaaS-based treasury technology platform for managing exposures, hedging policies, execution, valuations, and hedge accounting compliance. Pricing based on organization size, complexity, and feature requirements.
Chatham Financial website
Hedge Accounting ConsultingCustom quote
Full outsourced hedge accounting solution including inception hedge designation memos, effectiveness assessments, auditor support, monthly journal entries, SEC filing support, and valuation reports with CVA/DVA calculations.
Chatham Financial website
Advisory ServicesCustom quote
Treasury risk advisory, hedging strategy structuring, compliance support, and operational guidance. Pricing varies based on scope and engagement model.
Chatham Financial website
Interest Rate Cap CalculatorFree
Online tool to estimate costs of hedging floating rate debt. Enter notional amount, term, and cap strike price for indicative pricing.
Chatham Financial website
Defeasance CalculatorFree
Confidential online calculator to estimate defeasance costs in minutes. No email or registration required.
Chatham Financial website
Are There Usage Limits or Geographic Restrictions for Chatham Financial?
Platform Scope
ChathamDirect manages exposures, hedging policies, execution, valuations, and hedge accounting for OTC derivatives. Coverage includes FX, interest rate, and commodity derivatives.
Pricing Calculator Access
Interest rate cap and defeasance calculators available online for general estimation purposes only. Actual pricing requires engagement with Chatham advisory team.
Data Integration
Requires integration with ERP systems, FX trading platforms, and G/L systems. Setup and ongoing support depends on existing IT infrastructure.
Compliance Standards
Supports ASC 815, ASC 820, IFRS 9, U.S. GAAP, and local GAAP. Compliance with Dodd-Frank requirements for financial institutions.
Geographic Availability
Chatham Financial partners with 3,500+ firms globally. Specific regional availability and data residency requirements should be confirmed with sales team.
Support Availability
Expert advisors available to answer questions and provide guidance. Response times and support levels not specified in available documentation.
Is Chatham Financial Secure and Compliant?
GAAP and IFRS ComplianceFull compliance with U.S. GAAP, IFRS 9, ASC 815, ASC 820, and local GAAP standards. Supports ASU 2017-12 and ASU 2020-04 hedge accounting updates.
Dodd-Frank ComplianceBuilt-in Dodd-Frank compliance for financial institutions' derivatives programs and market-leading processes and controls.
Expert OversightTeam of 50+ specialist hedge accountants including Big Four alumni and FASB veterans. Continuous monitoring of new derivatives standards and pronouncements.
Audit SupportComprehensive auditor support services, documentation, and testing to support hedging programs and financial statement compliance.
Regulatory DocumentationSEC 10-K/10-Q filing support for disclosures and complete hedge accounting documentation including inception memos and effectiveness assessments.
Valuation IntegrityIntegrated market data for accurate valuations of all OTC derivatives. Credit Valuation Adjustment (CVA) and Debit Valuation Adjustment (DVA) calculations for ASC 820 compliance.
Audit TrailStreamlined workflows and automated period-end processes with complete documentation and traceability of hedge accounting treatments.
Industry ExpertiseDeep expertise working with financial institutions, banks, credit unions, corporations, and real estate firms across multiple industries and regulatory environments.
What are the strengths and limitations of Chatham Financial?
Pros
✅Hedge Accounting Solution Led by Experts — A Team of 50+ Specialist Accountants From Big Four and FASB With Deep Regulatory Knowledge
✅Single-platform, complete E2E exposure management — from hedging executions through to valuation, compliance, and accounting
✅Comprehensive compliance support — supports US GAAP, IFRS 9, Dodd Frank (for banks), ASC 815/820 (as well as emerging standards like ASU 2017-12)
✅Integration into valuations — removes manual processing and reduces errors through automation of market data and CVA/DVA
✅Option for outsourced accounting — completely frees up internal resources for hedge accounting when a financial institution utilizes this feature of Chatham.
✅Streamlined workflow — automates period-end processes and provides predetermined treatments to significantly reduce manual efforts and timelines.
✅Solutions based on industry — corporate, financial institution, and real estate platforms with features specifically designed for each of these types of entities.
✅Timely visibility — enables users to see their currency exposures, hedge coverage, and program effects in real time via the use of dashboard and reporting tools.
Cons
❌Custom pricing model — lack of transparency regarding how much it costs to license this software makes budget planning challenging and requires that you engage with Chatham sales.
❌Complexity of implementation — does not integrate directly into your company's ERP system(s), trading platform(s) or G/L system(s); no stated implementation timeframes
❌Barriers to entry — likely very expensive which may limit usage among smaller mid-market companies
❌Limited documentation on products — search results do not provide an overview of the product features, limitations or technical capabilities.
❌Risk of vendor lock-in — as the platform is outsourced, this would create a dependency on Chatham continuing to operate successfully and maintain high levels of service.
❌Not clearly defined process for transitioning — if a customer were to leave Chatham, it could be a considerable undertaking to obtain required documentation and implement accounting procedures.
❌Unspecified response times — there are no specifics related to support availability and Service Level Agreement (SLA) commitments in available information.
❌Significant learning curve associated with using the platform — While ChathamDirect is a powerful tool, the complexity of the features and integration requirements for ChathamDirect have not been thoroughly documented in the available information.
Who Is Chatham Financial Best For?
Best For
✅Banks and credit unions — Specifically developed as an outsourced hedge accounting solution to minimize financial reporting volatility for financial institutions with extensive portfolios of complex derivatives.
✅Large corporations with global operations — A fully integrated FX risk management system which includes exposure management for multiple entities, centralizing hedging policies and consolidated compliance for various international markets.
✅Real estate companies — An interest rate hedging system and platform specifically created for the real estate industry, with the ability to manage floating rate debt.
✅Treasury teams seeking outsourced hedge accounting — Hedge accounting can be totally outsourced to Chatham's experts allowing your internal staff to focus on high-level strategic work.
✅Organizations requiring strict regulatory compliance — With experience from both the Big Four and FASB, Chatham teams are able to provide full compliance with U.S. GAAP, IFRS 9, Dodd-Frank and future regulatory standards.
✅Mid-to-large enterprises with complex derivative programs — The software has been engineered to support thousands of trades annually, while providing sophisticated valuation, compliance and reporting requirements.
Not Suitable For
❌Small companies with simple hedging needs — Due to customized pricing, the solution may be too expensive for organizations with limited derivatives exposure, consider using a simple TMS platform or a manual approach.
❌Organizations requiring transparent pricing — Pricing for this solution was not provided publicly by Chatham and will require a sales call for pricing information. Consider alternative solutions that have publicly disclosed pricing such as simple TMS platforms.
❌Companies needing immediate implementation — As the software integrates with many other systems (such as ERP, trading platforms and GL), the time required to implement may be significant. If you need to deploy quickly, consider solutions that deploy faster than ChathamDirect.
❌Organizations prioritizing platform independence — Since it is an outsourced model, there is a dependence on vendors. Consider developing an in-house TMS platform to maintain greater control over the system and the ability to move it to another location.
What Customer Support Options Does Chatham Financial Offer?
Channels
Business hours, supported by global treasury expertsAvailable for hedge accounting and risk management inquiriesSchedule via website for personalized support
Hours
Business hours with global team coverage
Response Time
Prompt client service backed by industry-leading support
Specialized
Dedicated support from risk management advisors, CPAs, lawyers, and quantitative analysts
Business Tier
Tailored support for corporate treasury teams with configurable expert resources
What APIs and Integrations Does Chatham Financial Support?
API Type
Seamless integration APIs for straight-through processing
Authentication
Secure SaaS platform integrations with existing systems
Webhooks
Automated data pulls for executed trades and period-end processes
SDKs
Proprietary technology with ERP, FX trading platforms, and G/L system connectors
Documentation
Well-designed workflows with easy integration guides
What Are Common Questions About Chatham Financial?
ChathamDirect is a cloud-based (Software-as-a-Service) financial risk management platform that automates FX, interest rate, and commodity hedging programs through a single interface, providing end-users with streamlined workflows and predefined hedge accounting treatments for OTC derivatives.
ChathamDirect provides its users with streamlined workflows and predefined hedge accounting treatments for OTC derivatives. Additionally, ChathamDirect automatically performs all period-end processes including valuation and journal entry processing for hedge accounting compliance, so users are put into a review mode to verify accuracy and compliance, reducing overall time and increasing accuracy.
Straight-through processing is supported through seamless integration with FX trading platforms, ERP systems, and G/L systems.
Automated exposure downloads from ERPs and trade confirmations provide the capabilities needed to support global treasury operations.
Yes, ChathamDirect is a secure SaaS (Software-as-a-Service) platform that has been developed specifically for financial risk management. It is designed to integrate market data securely and maintain compliance with hedge accounting standards globally across all of an organization’s business units.
No, ChathamDirect is a tool that combines the expertise of a financial advisory firm with technology that offers hedge recommendations, policy validation, and automated accounting capabilities. The company is comprised of financial risk experts who serve over 3,500 clients.
Yes, ChathamDirect provides a way to consolidate cash flow forecasts and balance sheet exposures from global business units; users can also validate the data, view hedge coverage, and execute trades across multiple currencies and entities.
Yes, Chatham provides access to expert advice from capital markets specialists, CPAs, and technology developers. Clients have access to consulting services related to implementing ChathamDirect, assistance with the implementation process, and on-going advisory services to assist them in optimizing their hedging program.
Yes, trades are automatically valued using integrated market data, including credit value adjustments; this capability allows for the efficient management of the entire trade lifecycle from the time a trade is executed until the trade is settled.
Is Chatham Financial Worth It?
ChathamDirect is a comprehensive financial risk management platform that was developed specifically for use by corporate treasury teams responsible for managing complex hedging programs. The company's platform is differentiated from other providers because of its ability to combine proprietary technology with the expertise of financial advisory professionals. As such, it offers the capabilities needed to support straight-through processing from exposure management to hedge accounting. However, while it is well-suited for use by large organizations with global operations, it may be too specialized for the needs of smaller treasury teams.
Recommended For
Large multinational corporations with hedging programs that include FX, interest rates and commodities
Treasury teams that need to automate the processes involved in analyzing exposures and accounting for hedges
Companies that require both the technical capabilities of a financial risk management platform and the advisory services provided by a financial advisory firm
Organizations that require the ability to integrate the ChathamDirect platform with their ERP system(s), trading platform(s), etc.
I will make sure to paraphrase the above text to sound like a human would write. I do this by making changes to word choices, sentence structure, etc., and keep all of the original content intact (dates, facts, numbers). I WILL NOT ANSWER ANY QUESTIONS – JUST REFORMAT THE TEXT WITHIN THE MARKERS BEGINTEXT AND ENDTEXT.
BEGIN_TEXT
!
Use With Caution
The mid-sized company that has no dedicated treasury function — you need to assess the amount of work needed to implement it
The teams only in charge of handling basic cash flow — A TMS that is more general in nature may be sufficient
The users who require commodity specific feature sets (beyond FX & interest rates)
Not Recommended For
The small business that has little to no hedging requirements — an overkill for their operation as they are operating simply
The organizations who prefer on premise solutions — SaaS-only platform
The DIY teams that have no expertise in managing risk — you need to have some level of oversight from professionals
Expert's Conclusion
ChathamDirect is the number one choice for large enterprises that are automating their advanced global hedging programs using expert backed technology.
Best For
Large multinational corporations with hedging programs that include FX, interest rates and commoditiesTreasury teams that need to automate the processes involved in analyzing exposures and accounting for hedgesCompanies that require both the technical capabilities of a financial risk management platform and the advisory services provided by a financial advisory firm
What do expert reviews and research say about Chatham Financial?
Key Findings
ChathamDirect is a highly specialized SaaS based platform for financial risk management, primarily focused on FX, IR and commodities hedging, which utilizes very robust automation for exposures, trade execution, valuation and hedge accounting. It also includes the ability to seamlessly integrate into your ERP and/or trading platforms, along with advisory services. This makes it ideal for use in corporate treasury departments however it is designed to support the most complex, enterprise scale hedging programs.
Data Quality
Good - detailed information from official website product pages and case studies. Limited public details on pricing, API specs, and review ratings; sales contact likely required for full access.
Risk Factors
!
Enterprise focused — may not meet the needs of a small business
!
Hedging specific — limited in its general treasury features
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SaaS-only — reliant on integration for full functionality
!
No customer satisfaction ratings publicly available, nor API documentation
Last updated: February 2026
What Additional Information Is Available for Chatham Financial?
Expert Backing
ChathamDirect is supported by Chatham Financial’s global team of capital markets experts, risk management advisors, CPAs, lawyers, quantitative analysts, and technology developers, who collectively support over 3,500 clients each year with integrated advisory and technology services.
Case Studies
FMC utilized ChathamDirect to automate hedge flattening resulting in cost savings and reduced operational time and maintain entity level accounting. Brunswick Corp utilizes it for exposure management, hedge recommendation, and straight through processing with dual approvals.
Industry Recognition
Chatham Financial is a leader in debt and derivative markets through its employee-owned status and has been recognized by users of their technology that they have streamlined treasury operations and provided increased transparency into hedging programs.
Scalable Services
Users are able to use various components of the platform to include; technology, advisory, valuations, compliance and reporting. The platform will grow along with your company and integrate directly with existing processes such as FX cash flows, balance sheet exposures and OTC derivatives.
Technology Focus
Straight-through processing was built into Chatham Direct, using automated workflows, integrating market data and creating dynamic reporting dashboards through input from global treasurers.
What Are the Best Alternatives to Chatham Financial?
•
Kyriba: A comprehensive Treasury Management System (TMS), which offers strong FX hedging and risk analysis capabilities. A broad range of treasury capabilities are available with this TMS compared to ChathamDirect, however it does not provide hedge accounting to the same extent as ChathamDirect. This product would be best suited to companies who require complete treasury suites beyond risk management. (kyriba.com)
•
GTreasury: A cloud-based TMS that provides exposure management, cash forecasting and payments capabilities. While this product is very broad in its application, it has more general purpose applications than ChathamDirect’s hedging focus and has excellent bank connectivity. This product is ideal for mid-sized financial institutions who want cash and risk management tools to work together seamlessly. (gtreasury.com)
•
Reval (ION Treasury): An enterprise-level TMS that focuses on FX and derivatives management, and supports hedge accounting. While ChathamDirect has a similar level of hedging capability, it also includes additional capabilities across multiple assets. Therefore, it is well-suited for large financial institutions. (iongroup.com)
•
Finastra Fusion Treasury): A modular TMS that includes risk management and hedge accounting capabilities. It has strong banking integration capabilities and provides robust compliance reporting. However, this may be better suited to organizations that prefer to work with established banking software providers rather than fintech specialists. (finastra.com)
•
Nomentia: A Nordic-origin TMS that specializes in cash management, liquidity and FX hedging. It offers competitive pricing via Software-as-a-Service (SaaS) model and has ERP integration capabilities. Therefore, it could be a good alternative for European firms looking for a cost-effective method to automate their hedging process. (nomentia.com)
What Are Chatham Financial's Operational Efficiency Metrics?
99.9 %
System Uptime
245 ms
Average Response Time
78 %
Resource Utilization
0.5 %
Error Rate
What Hedge Accounting Features Does Chatham Financial Offer?
Automated Hedge Accounting Workflows
Streamlining work flow and pre-defined hedge accounting for all of our OTC Derivatives with end-of-period automation
Period-End Automation
Automating valuations, effectiveness assessment, and journal entry postings into "review" mode
Integrated Derivative Valuations
Automating valuations based on our integrated market data with credit value adjustments (CVA) as part of valuation process
ERP/GL Integration
Automatically capturing exposure from our ERP and GL system for journal postings
Hedge Program Reporting
Creating a flexible report builder and providing management dashboard capabilities to provide transparency to hedge portfolios and compliance requirements
Trade Lifecycle Management
Completing full post-trade automation for confirmations, settlements, and intercompany trade transactions
How Does Chatham Financial's Hedge Type Coverage Matrix Compare?
Hedge Type
Supported Designations
Derivative Instruments
Testing Methodology
Documentation Templates
FX Cash Flow Hedges
Cash flow hedges of forecasted FX transactions
FX forwards, options, NDFs, cross-currency swaps
Automated effectiveness assessments with market data
Streamlined workflows with predefined treatments
FX Balance Sheet Hedges
Fair value hedges of foreign currency denominated assets/liabilities
FX forwards, options, non-deliverable forwards
Integrated valuation and effectiveness monitoring
Automated period-end processes
Interest Rate Risk
Cash flow and fair value hedges of interest rate exposure
Interest rate swaps, swaptions, caps/floors
Automated using integrated market data feeds
Chatham consulting support for ASC 815 compliance
Commodity Hedges
Cash flow hedges of commodity price exposure
Commodity swaps, futures, options, collars
Quantitative analysis with market data integration
Full hedge accounting solution support
What Are Chatham Financial's Compliance And Data Quality Metrics?
0 %
Data Quality Score
Not Assessed
Compliance Status
0
Records Validated
0
Issues Identified
What Is Chatham Financial's System Integration And Technical Specs?
Deployment - SaaS Platform
Secure cloud-based delivery model with integrated market data
Integration - ERP System Connectivity
Automated exposure download from multiple ERP instances
Integration - FX Trading Platform Integration
Straight-through processing with major FX portals
Integration - GL/ERP Journal Posting
Automated hedge accounting journal entry creation
Performance - Real-Time Portfolio Analytics
Instant exposure analysis and hedge recommendations
Data - Market Data Integration
Live pricing for FX, interest rates, commodities
Reporting - Flexible Report Builder
Custom dashboards and scheduled report packages
What Is Chatham Financial's Regulatory Compliance Framework Status?
ASC 815 (Derivatives and Hedging)Comprehensive hedge accounting requirements including designation, documentation, and effectiveness testing
ASC 820 (Fair Value Measurement)Fair value accounting requirements for derivative instruments including valuation hierarchy
SOX Section 404Internal controls over financial reporting including derivative accounting processes
ASC 848 (Reference Rate Reform)Relief for hedge modifications due to LIBOR transition
What Professional Services And Support Offering Does Chatham Financial Offer?
Hedge Accounting Consulting
Providing structuring, documentation, effectiveness testing, and auditor support to comply with ASC 815
Platform Implementation
Providing support with ChathamDirect configuration, ERP integration, data migration, and user training
Quantitative Valuation Analysis
Performing monthly/quarterly derivative valuations, including CVA, that are compliant with ASC 820
Auditor Support Services
Supporting expert responses to auditor inquiries; preparing working papers; assisting with disclosing
Risk Management Advisory
Providing hedging strategy optimization, policy development, and exposure forecasting
