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Policy Review

Policy Reviews assess asset liability management, liquidity, and investment policies. Emphasis in reviews ensure policies address NCUA Letter 12-CU-05 addressing Interest Rate Risk Policy and Program Requirements.

How will QuantyPhi help your credit union?

A Policy Review helps your credit union by suggesting areas for improvement and addresses items to change in order to comply with both the letter and spirit of “best practice” regarding IRR management.

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

QuantyPhi will provide:

  • Experienced, trusted guidance from ALM and investment advisors
  • Personalized service, tailored to your needs
  • Documentation and reasoning behind suggested policy changes and adaptations
  • Advocacy on your behalf with examiners, if you so choose