Chapter 1
Banking and the Financial Services Industry
Chapter Objectives
1. Describe the cause and consequences of the credit crisis of 2007 – 2009.
2. Describe the similarities and di!erences between a bank holding company and a &nancial
holding company.
3. Describe various banking models.
4. Describe various channels for delivering banking services.
Key Concepts
1. “Sub-Prime” mortgages led to much of the credit crisis of 2007 – 2009. Many lenders made
mortgages:
a. to borrowers with insu1cient income to make the monthly payments,
b. with low teaser rates,
c. low payments resulting in negative amortization.
As these mortgages defaulted, many mortgage companies saw their capital depleted. Declining
real estate values had the largest impact in the areas that had the highest run-up in property
values. Larger banks tended to experience large losses while many small banks did not.
2. A7er the failure of several large &nancial institutions, the government responded by:
a. placing Fannie Mae and Freddie Mack into conservatorship,
b. loaning AIG over $150 billion,
c. temporarily increasing FDIC coverage to $250,000,
d. insuring money market mutual funds.
e. establishing the Troubled Asset Relief Program (TARP)
f. establishing the Term Asset-Backed Securities Loan Facility (TALF)
g. Investing $125 billion in several large U.S. banks,
h. promoting mortgage loan modi&cations.
3. Banks di!er in terms of their size and the scope of products they o!er. Global banks o!er a wide
array of products and services globally. Super-Regional Banks are similar to global banks but
smaller in size and market penetration, while Community Banks typically have a smaller trade
area and total assets under $1 billion.
4. Banks are often part of a Bank Holding Company or a Financial Holding Company. The primary
advantage to forming an Financial Holding Company is that the entity can engage in a wide range
of &nancial activities not permiDed in the bank or in a Bank Holding Company.
Financial Holding Companies are authorized to engage in:
a. underwriting and selling insurance and securities,
b. commercial banking,
c. merchant banking,
d. insurance company porEolio investment activities.
5. The Federal Reserve may not permit forming a Financial Holding Company if any of its insured
depository institution subsidiaries are:
a. not well capitalized,
b. not well managed,
c. did not receive at least a “Satisfactory” rating in its most recent CRA exam.
6. The consolidated &nancial statements of a holding company and its subsidiaries reGect aggregate
or consolidate performance. The parent typically pays very liDle in income tax because 80
percent of the dividends from subsidiaries is exempt. Taxable income from the remaining 20
percent and interest income is small relative to deductible expenses.
7. Large Banks are typically organized as C-Corporations, while smaller banks are organized as
S-Corporations. S-Corporations receive favorable tax treatment because the &rm does not pay
corporate income tax. The &rm allocates income to shareholders on a pro rata basis and each
individual pays tax at personal tax rates on the income allocated to them. Given the ability to
avoid the double taxation at the &rm and individual level, many closely held banks have chose
S-corporation status. The primary limitation to qualifying for S-corporation status is a
requirement that the bank must have no more than 100 shareholders.
8. The principal advantage of being a depository institution is access to FDIC deposit insurance.
The primary disadvantage of operating as a bank (or Bank Holding Company) is that the &rm is
subject to regulation as a bank.
9. There are major &nancial services business models: Transactions Banking and Relationship
Banking. Transactions banking involves providing transactions services such as checking
accounts, credit card loans, and mortgage loans that occur with high frequency and exhibit
standardized features. Because the products are highly standardized, they require liDle human
input to manage. Relationship banking emphasizes the total relationship between the banker
and customer. Relationship banks will often aggressively market noncredit products and services
to such customers in order to lock in the relationship.
10. Securitization is the process of converting assets into marketable securities. It enables banks to
move assets o! balance sheet and increase fee income. It increases competition for the types of
standardized products, such as mortgages and other credit-scored loans, and eventually lowers
the prices paid by consumers by increasing the supply and liquidity of these products. This
Originate-to-Distribute (OTD) approach of separating loan origination from ownership
contributed to the credit crisis of 2007 – 2009. Lenders who originated the loans knew they
would not own the loans long term, therefore, they were less concerned about the quality of the
assets originated. In order to grow their business and continue originating loans, they
increasingly made loans to less quali&ed borrowers. When the underlying assets defaulted at
higher-than-expected rates, investors in the securities did not receive the promised payments.
The net result is that liquidity largely dried up for most securitizations.
11. Universal Banking refers to a structure for a &nancial services company in which the company
o!ers a broad range of &nancial products and services. It combines traditional commercial
banking that focused on loans and deposit gathering with investment banking. The presumed
advantage of universal banking is the ability to cross-sell services among customers. U.S. &rms
that have tried to achieve this goal of a “one-stop &nancial supermarket” have not outperformed
more traditional competitors.
Teaching Suggestions
This chapter represents an opportunity to link bank management topics to current events. As a semester
project, students should be encouraged to keep a &le or log of events from recent newspapers or
magazines that demonstrate the existence and impact of deregulation/reregulation, &nancial innovation,
securitization, globalization, and technological advances. Students could be asked to i) keep a list of bank
failures, and ii) keep a record of bank mergers and acquisitions. Tracking mergers and acquisitions
among &nancial companies stimulates considerable debate as to why &rms are entering or exiting
speci&c lines of business, the costs and bene&ts of size or scale, advantages and disadvantages of
operations that cross country boundaries, etc. Regular reference to The Wall Street Journal contributes
to student understanding and interest.
Sample Projects and Assignments
Have students select a &nancial holding company and evaluate its organizational chart. Identify
the number and range of bank and non-bank subsidiaries.
Have students analyze the data in Exhibits 1.2 and 1.3 regarding the number of institutions by
type and asset size since 1992. The students should discuss the key implications.
Have students keep a list of recent changes in banking regulations. The students should discuss
the key implications.