Serves as an aid in using the Bank Holding Company Performance Report (BHCPR). Provides definitions of the financial ratios and items presented on each page of the BHCPR.

Last update: March 2017

Entire manual (PDF)

Manual by Section

Foreword, Sections 1 and 2 (PDF)

Section 3 (PDF)

Introductory Page (PDF)

Summary Ratios (PDF)

Income Statement--Revenue and Expenses (PDF)

Relative Income Statement and Margin Analysis (PDF)

Non-Interest Income and Expenses (PDF)

Assets (PDF)

Liabilities and Changes in Capital (PDF)

Percent Composition of Assets and Loan Mix (PDF)

Loan Mix and Analysis of Concentration of Credit (PDF)

Liquidity and Funding (PDF)

Derivatives and Off-Balance-Sheet Transactions (PDF)

Derivative Instruments (PDF)

Derivatives Analysis (PDF)

Allowance and Net Loan and Lease Losses (PDF)

Past-Due and Nonaccrual Assets (PDF)

Past-Due and Nonaccrual Loans and Leases (PDF)

Past-Due and Nonaccrual Loans and Leases (Continued) (PDF)

Risk-Based Capital (PDF)

Regulatory Capital Components and Ratios: Advanced Approaches Institutions Only (PDF)

Insurance and Broker-Dealer Activities (PDF)

Foreign Activities (PDF)

Servicing, Securitization, and Asset Sale Activity--Part I (PDF)

Servicing, Securitization, and Asset Sale Activity--Part II (PDF)

Servicing, Securitization, and Asset Sale Activity--Part III (PDF)

Parent Company Income Statement (PDF)

Parent Company Balance Sheet (PDF)

Parent Company Analysis--Part I (PDF)

Parent Company Analysis--Part II (PDF)

Appendixes (PDF)

Appendix A: Summary of Changes to the BHCPR (PDF)

Appendix B: Sample Peer Group Average Report (PDF)

Appendix C: BHCPR Ordering Instructions and Order Form (PDF)

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Last Update: June 23, 2017