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Policy Review

A policy review will assess asset liability management, liquidity, and investment policies. Emphasis in the review will be ensuring policies address NCUA Letter 12-CU-05 addressing Interest Rate Risk Policy and Program Requirements.

How will QuantyPhi help your credit union?

Policy reviews help credit unions by suggesting areas of improvement or things to change to comply with both the letter and spirit of “best practice” regarding IRR management.

Ensuring a credit union’s policies address requirements by NCUA will always be mandatory. A policy that helps guide a credit union toward best practice while establishing a clear directive in risk management is a must. In an interest rate risk sensitive industry, a policy review will be imperative to be compliant with NCUA regulations and follow sound practice.