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Prepare for Market Movements with Benchmarking

Appropriately built benchmarks help your credit union:

  • Quickly determine clear pathways to success
  • Make smarter, faster investing decisions
  • Measure and monitor goals more easily

Benchmarking helps CEOs, CFOs, and other credit union leaders define optimal investment strategies for their credit union. It enables them to identify where investment decisions lead, lag, or remain in line with optimal portfolio performance. In addition, benchmarking provides the basis by which credit unions can judge investment options. Benchmarks help leaders identify which types of investment alternatives enhance their portfolios and observe which are no longer adding to their balance sheet’s performance.

In 2021, QuantyPhi launched two new service enhancements for credit unions: Investment Portfolio Optimizer and Dynamic Portfolio Review.

Investment Portfolio Optimizer

The Investment Portfolio Optimizer tool mathematically calculates an ideal purchase strategy based on a credit union's current holdings and chosen benchmark. The tool shows, in real time, how a mix of potential investments will influence a credit union's portfolio's total return. Further, the tool can automatically allocate available investment dollars to a mix of securities, allowing the credit union to maximize investment returns while adhering to acceptable risk levels, as prescribed by its preferred benchmark.

Dynamic Portfolio Review

The Dynamic Portfolio Review enhances the analysis of a credit union portfolio using calculations and forecast cash flows under various interest rate scenarios. The calculations are performed using the BondEdge analytics program and QuantyPhi's balance sheet optimization process. Reviewing the portfolio under multiple scenarios, "what if" stress testing, and the performance forecast relative to a pre-selected benchmark will give better insight into an investment portfolio and how it is enhancing the credit union balance sheet.

Call us at (414) 433-0176 to get started with Benchmarking today. We are here to help!

*Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Pershing Advisor Solutions, a DBA for CFGS, a Registered Investment Advisor. QuantyPhi, LLC. is independent of CFGS.

**Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. QuantyPhi, LLC. is independent of CFGS. Check the background of your financial professional on FINRA’s BrokerCheck.