RMA Launches Annual Statement Studies Submission Campaign

Philadelphia, PA (May 16, 2018) —

The Risk Management Association is currently accepting and processing submission files for its 2018 Statement Studies Submission Campaign. The data, derived from the financial statements of small and medium-size financial institutions’ commercial loan customers, provides the only source of composite metrics on all lines of business and is available for performing business valuations on prospective businesses and industries.

Submissions should include financial statement data for all companies and industries in commercial, middle market, and business banking. RMA also accepts CPA as well as company-prepared data, tax forms, etc., but will never ask for or collect any borrower information, except borrower zip code which is only collected to compile regional data.  

Participants in the program receive free Annual Statement Studies books, or eStatement Studies access, and join their peers in creating a product that has been a staple of the credit and banking industry for nearly 100 years.  

Banks may submit electronically through July 13, 2018, if they use one of the commercial spreading packages, such as Moody’s Risk Analyst and Lending Cloud, Baker Hill Statement Analyzer, Cash/Financial Tools, FIS Global, Vision Software Solutions FISCAL Credit Suite, Finastra CreditQuest, or Vanguard LoanVantage.

If you are an RMA member institution, additional information on RMA’s Annual Statement Studies Program can be obtained by contacting RMA at studies@rmahq.org or visit https://rmau.org/Content?id=11657.

About RMA
Founded in 1914, The Risk Management Association is a not-for-profit, member-driven professional association whose sole purpose is to advance the use of sound risk management principles in the financial services industry. RMA promotes an enterprise approach to risk management that focuses on credit risk, market risk and operational risk. Headquartered in Philadelphia, Pennsylvania, RMA has 2,500 institutional members that include banks of all sizes as well as nonbank financial institutions. They are represented in the Association by 18,000 individuals located throughout North America, Europe, Australia and Asia/Pacific.

Media Contacts
Stephen Krasowski, skrasowski@rmahq.org, 215-446-4095
Frank Devlin, fdevlin@rmahq.org, 215-446-4137