Company Overview:

Founded in 1996, R2Metrics provides managers of interest rate risk with fast, reliable and inexpensive analytical tools and reports. R2Metrics specializes in measuring how changes in interest rates will impact future cash-flows, asset yields and liability costs, market values, and total return expectations. Our firm specializes in modeling 100% of the items in a bond portfolio or on a company balance sheet, not just those items that are relatively easy and precise to model. We have the ability and know how to model financial items that have embedded options or other variables that can make accurate forecasting difficult.

R2Metrics products are uniquely designed to "suggest" possible alternatives to unwanted interest rate risk by applying real time solutions reflected in the yield curve -- a design trait usually un-modeled by many competitors. Our tools reflect many years of hands-on experience in both banking and investment management, which allows us to provide management-friendly, common-sense risk solutions for financial institutions, investment advisors, and portfolio managers in the day-to-day conduct of their business.

All of our products are designed for ease of use and quick turnaround times -- often measured in minutes vs. days or weeks for competing analytical reports

  • Online functionality for report processing and delivery
  • Our programs have an Excel/VBA user interface which is easy to use and customizable
  • Securities dealers have found our products very valuable in enhancing client relationships and increasing revenue
  • Unit costs per report are extremely low especially for higher volume users and can greatly enhance productivity and efficiency
  • Used by approximately 600 banks a month to evaluate risk within their investment portfolios

Management Team:

J. Daniel Matheson, CEO

Mr. Matheson is the CEO of R2Metrics and designed or co-designed the majority of the analytical software. He also serves as Senior Vice President and portfolio manager for First United Security Bank (USBI); and manager of the Bank Services Group of Synovus Securities. Mr. Matheson has been involved in the interest rate risk management business since 1979, and his work experience includes managing interest rate risk in securities trading operations as well as investment portfolio and company wide (ALCO) capacities.

Mr. Matheson was formerly a managing director for Sterne, Agee and Leach, a Birmingham based investment bank, where he was manager of the bank group. He has authored numerous articles on interest rate risk management and been published by US Banker and Sheshunoff Publishing. He has been in the money management business since 1979 and is often a speaker at industry events on interest rate risk management.

Franck A. Southon, MBA, President

Mr. Southon is originally from Guéret, France. He is a graduate from the University of Alabama with a double major in Electrical Engineering and Mathematics with a minor in Physics. He also completed his Masters in Business Administration with a concentration in Finance and Financial Risk before joining R2Metrics in 2009. Mr. Southon was an All-American swimmer and a Graduate Assistant with the University of Alabama, and is fluent in 3 different languages.

Andrew P. Stein, MBA, Vice-President

Mr. Stein is a graduate of Birmingham-Southern College with a degree in Mathematics and a minor in German. After graduating from BSC, he attended the University of Alabama where he completed his Master of Business Administration with a concentration in Financial Risk. Mr. Stein has been working at R2Metrics since graduating from UA in the spring of 2013.

Kendrick Beall, Financial Analyst

Kendrick Beall holds a bachelor’s degree from the University of Alabama Honors College after graduating in the Spring of 2014. His degree in Finance includes a concentration in Banking & Financial Services and a History Minor.