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News & Announcements

Dace Bregantini Joins QuantyPhi Team as Financial Strategist

MILWAUKEE, WI – September 16, 2019 – QuantyPhi is proud to announce and welcome Dace Bregantini as a Financial Strategist. Bregantini will be responsible for advising credit unions on methods to proactively manage their balance sheets, while providing fiduciary expertise to credit union decision-makers.

Kevin Chiappetta Presents at CUNA Investment Certification School

MILWAUKEE, WI – August 21, 2019 – On Monday, August 12, 2019, Kevin Chiappetta, President of QuantyPhi, presented two units at the CUNA Investment Certification School in Chicago, IL. The units covered Key Principals and Financial Characteristics and Developing Risk and Return Requirements for Investment Portfolios.

Kevin Chiappetta Elected to CFA Society Milwaukee Board

MILWAUKEE, WI – July 16, 2019 – Kevin Chiappetta, President of QuantyPhi, was recently elected to the CFA Society Milwaukee board. His position on the board was effective July 1, 2019.

Commercial & Business Lending Strategies to Mitigate Prepayment Risks

MILWAUKEE, Wis. – June 21, 2019 – Are you growing or starting a member business or commercial loan program? Learn how advanced pricing strategies can help to mitigate adverse selection and prepayment risks so that you can maximize the value of your program.

10-Year Treasury Yield vs. 10-Year TIPS Spread

MILWAUKEE, Wis. – May 22, 2019 – 10-Year Treasury Yield vs. 10-Year TIPS Spread: An Accurate Indicator of Inflation? Read more in QuantyPhi's newest white paper.

Financial Strategist Wade Cooper Joins Corporate Central Credit Union

MILWAUKEE, Wis. – April 29, 2019 – Corporate Central is proud to announce and welcome Wade Cooper as a Financial Strategist. Cooper will be responsible for advising credit unions on methods to proactively manage their balance sheets, while providing fiduciary expertise to credit union decision-makers.

The QuantyPhi Difference Shared in Newly Released Video

MILWAUKEE, Wis. – April 11, 2019 – QuantyPhi released a new video this week answering the question: Why partner with QuantyPhi for investment services?

QuantyPhi Holds Fourth Annual Strategic ALM Conference

MILWAUKEE, Wis. – April 2, 2019 – Credit union professionals gathered last week to gain new insights into asset liability management (ALM) best practices, loan portfolio analytics, and rate sensitivity testing at QuantyPhi’s fourth annual Strategic ALM Conference. The two-day educational event, held at Corporate Central Credit Union, also addressed the role of the investment portfolio in supporting the entire balance sheet, how to fine-tune overall ALM models, and how to capture targeted income while remaining within risk parameters.

QuantyPhi Partners with LoanStreet Inc. to Offer Loan Participation Platform to Members

MILWAUKEE, Wis. – March 5, 2019 – QuantyPhi, Corporate Central Credit Union’s Balance Sheet Optimization CUSO, announced today that it has partnered with LoanStreet Inc., the first fully integrated platform that streamlines the process of sharing, managing, and originating loans.

QuantyPhi President, Kevin Chiappetta, Shares Investment & Finance Knowledge with University IMCP Students

MILWAUKEE, Wis. – February 13, 2019 – Kevin Chiappetta, President, QuantyPhi Balance Sheet Optimization Services, was one of three experts invited to speak about financial risk management at the University of Wisconsin-Milwaukee’s Lubar School of Business on Friday, February 8. The three-person panel gave Investment Management Certificate Program (IMCP) students an opportunity to engage with, and ask questions of, experienced finance professionals.

What If The Projections Are Wrong?

MILWAUKEE, Wis. – February 8, 2019 – What If The Projections Are Wrong? Letting rate projections dictate investment strategy is risky business.

Investing Made Simple

MILWAUKEE, Wis. – January 9, 2019 – “Investing” is a word that often stirs up visions of complicated processes. It’s a topic that is typically associated with uncertainty, risk and stress. But the truth is, smart investing is quite simple.

QuantyPhi
6262 South Lowell Place, Muskego, WI 53150
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