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Saturday, April 9, 2016

How Goldman Sachs survived the financial crisis and keeps leading the financial services industry



The aim behind this article is to investigate the factors of success of Goldman Sachs since the financial crisis compared to its peers and to examine the existence of a standard best model or strategy for investment banking practices to survive any future financial crisis.
The financial crisis of 2008 also called the global financial crisis is considered as the most dangerous and the worst since the great depression in 1930. The real estate booming in the United States which known as the housing bubble in 2004 made the government follow a wrong policy that encourages the housing ownership by providing easy access to loans without an adequate measure of default risk or capital holding from banks. The financial crisis began in 2006 when the US subprime mortgage market started to show increasing rates of defaults. By the end of 2007, this market showed higher than normal rates of defaults which caused a decrease in housing prices
Collateralized mortgage obligations (CMO) which are a type of collateralized debt obligations (CDO) made the crisis spread from the mortgage market to other sectors in the economy having a disastrous effect especially on financial institutions that were trading the mortgage-backed securities in an unregulated way by the federal government. As the rates of defaults on mortgage loans increased the value of these securities decreased which lead the financial institutions such as investment banks that were trading them to lose confidence of their investors. This had a huge impact in the stock market prices. This problem was more amplified by another financial product which is credit default swaps (CDS); an insurance contract on CMO for protection against default. This way all players in the investment banking sector were linked to each other by this liability. When investors saw decrease in their holding in CMO they started liquidating which made these assets frozen because of lack of buyers. This liquidity problem led to insolvency after private lending froze many credit markets. Companies couldn’t get access to financing. Banks started to raise their LIBOR and the financial system that was supposed to be built on trust started to fall down from the US spreading worldwide following the domino effect. The rule of “too big to fail” wasn’t valid anymore after the bankruptcy of one of the largest investment bank Lehman Brothers in September 2008.




Collapse threatened almost every financial institution worldwide which required the bail out of banks and these institutions from national government. This was the case of Goldman Sachs that was bailed out by Warren Buffet who bought its shares at massively discounted prices. The US government allowed Lehman brothers to go bankruptcy whereas Goldman Sachs was bailed out among others. Once the storm of the crisis has gone, Goldman Sachs started to perform well on a rapid pace compared to its peers and became the trademark for investment banking success.
According to a report published by the permanent subcommittee on investigations in United states (Wall Street and the financial crisis: Anatomy of a Financial Collapse, 2011) Goldman Sachs took advantage from the failure of the mortgage market and engaged in troubling and abusive practices that created concerns of many conflict of interest. The report states that GS used structured financial instruments such as ABX, CDS, and CDO to take a proprietary net short position against the subprime mortgage market. When Goldman Sachs Reached its peak of $13.9 billion, its net short investments resulted in a record gains for the structured financial Products in 2007 which amounted to $3.7 billion. After deducting other mortgage losses, Goldman Sachs gained overall net revenue of $1.1 billion from its mortgage department. The company engaged in securitization practices that amplified risk in the market by selling low quality with high risk mortgage products to investors worldwide.
The shift in Goldman’s culture and practices is due to mainly two reasons. First, after the bank moved away from its partnership status in favor of a stock exchange listing in 1999, it focused on a more short-term, profit-centered approach.  Second, its 1990s decision to grow in size to avoid is being overshadowed by the likes of JP Morgan. That resulted in a lot of deals which raised conflicts of interest. For example, the firm gave advice to both the buyer and the target firm when dealing with private equity. However, Goldman Sachs is now committed to prioritize customer service and behave ethically in a way to maximize shareholder returns and not only its returns. In the process of rebranding, Goldman Sachs is focusing more on its corporate social responsibility, ethics standards and quality of its employees.
According to a report published by Accenture (focus for success: high performing investment bank, 2012), Goldman Sachs success as a leading investment bank comes from its strategy of scaling its financial products rather than focusing on a narrow segment. Furthermore, Goldman Sachs can expand more by scaling and entering the Chinese market. Goldman Sachs has a comparative advantage to bring its powerful competitive assets to the Chinese marketplace in the form of its capital, expertise, talent, and reputation (Erin P. Flanagin, Alex Fogel, George H. Hines, Jason M. Kephart, 2006).



The global financial crisis in 2008 had a huge impact on the global economy worldwide which made governments and federal banks to rethink about regulations and policies about banking practices in order to avoid the occurrence of this crisis once again.
 

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