RankingBanking Web Pageturn - Flipbook - Page 11
9
Total Shareholder Return, 2021 vs. 2022
Source: RankingBanking analysis using S&P Global Market Intelligence data
Top 25 RankingBanking
Banks
Above $50 Billion
$5 Billion to $50 Billion
$1 Billion to $5 Billion
44.8%
38.1%
36.3%
33.6%
6.5%
5.0%
-4.5%
2021
2022
-19.8%
the balance sheet, such as the loan-to-deposit ra-
it, and how everyone can be at ease — because
tio, and he wants to understand a bank’s exposure
if you don’t take that proactive approach, that’s
to commercial real estate. He loves to talk to a
when things spiral out of control, and you’re on
bank’s chief lending officer or chief credit officer
the defensive.”
to understand what’s going on behind the metrics.
“They don’t play poker,” says Wiley.
Investors have been closely watching state-
Crowe Partner Kara Baldwin adds that investor
decks and earnings releases should be adapted to
reflect what investors care about at that moment.
ments made by bank CEOs in the wake of the fail-
East West’s management team is well known
ures of SVB, Signature and First Republic Bank.
to investors — CEO and Chairman Dominic Ng
“It is more important than ever to have a pro-
has led the bank since 1991; Oh became CFO in
active communication stream,” says Patrick Ver-
2010, six years after joining East West. She’s seen
non, senior manager, advisory services at Crowe
an uptick in questions lately from investors and
LLP. That requires an appropriate level of trans-
analysts, which she views as an opportunity. “Es-
parency on the part of banks. “Providing that
pecially with this uncertainty about if and when
level of comfort if a major event happens, why
there’ll be a recession,” she says, answering those
it’s happening, what [you’re] planning to do about
questions “gives people comfort as well, to under-