Capital Markets
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The transition from best efforts to mandatory hedging can be complex—but it also represents a major opportunity for growth and profitability. MBS bridges the gap between CEOs and secondary managers by offering clarity, strategy, and hands-on support. From hedge model validation to pricing strategy and lock desk setup, we help you build a compliant and profitable secondary marketing infrastructure that stands up to OCC and FDIC standards.
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about Hedging.
Key Elements of
Capital Markets Support
Pre-Hedge Assessment
A full evaluation of your secondary policies, LOS data reliability, hedge authorization, dealer exposure, and accounting infrastructure to determine readiness for hedging.
Hedge Strategy Development
Assistance with transitioning from Best Efforts to mandatory commitments, including execution of forward trades and setting up TBA Open Short positions.
Staffing, Training & Policy Creation
Development of custom secondary marketing policies and procedures, with support for hiring and training your internal team.
Hedge Model Validation
Independent review of your hedge model to ensure logic, predictive strength, and regulatory compliance with OCC 2011-12 and FRB SR 11-7.
Pricing Strategy & Lock Desk Implementation
Customized pricing models and lock desk structure to align with market competitiveness and revenue goals.
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Systems Automation & Technology Integration
Guidance on the right technology stack and automation tools to streamline pipeline management, hedge analytics, and risk reporting.