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White Papers and Articles

Do We Need an ALM Validation?
September 2020
By Adam Stone
Vice President ALM & Investments

What Did I Just Buy?
August 2020
By Daniel McIntyre
Vice President Investment Services

What's Next
March 2020
By Daniel McIntyre
Vice President Investment Services

This Time, Things will be Different
November 2019
By Daniel McIntyre
Vice President Investment Services

10-Year Treasury Yield vs. 10-Year TIPS Spread: An accurate indicator of inflation?
May 2019
By Ben Wierzba, CCUIP
ALM & Investment Analyst

What if the Projections are Wrong? Letting rate projections dictate investment strategy is risky business
February 2019
By Kevin Chiappetta, CFA
President of QuantyPhi

Investing Made Simple
January 2019
By Kevin Chiappetta, CFA
President of QuantyPhi

Benchmarking: A small investment with a big payoff
November 2018
By Daniel McIntyre
Vice President Investment Services

Boost Performance and Reduce Overall Risk with Liability-Driven Investing
July 2017
By Ben Wierzba, CCUIP
Financial Strategist

Performance Optimization for Credit Unions: How to build useful, effective benchmarks
March 2017
By Kevin Chiappetta, CFA
President of QuantyPhi

Defining Success
February 2017
By Kevin Chiappetta, CFA
President of QuantyPhi