As the needs of corporate credit unions have become more unique and complex in recent years, the role of CU Investment Solutions in meeting those needs has changed as well. In addition to other services, CU Investment Solutions will act as a consultant to corporate credit unions facing unique or complex projects or to corporates that do not subscribe to regular investment supervisory services. Recent consulting projects handled by CU Investment Solutions staff include:
- Risk-management reviews
- Asset-liability model evaluations
- Development of credit risk management policies
- Capital structure analysis, including paid-in capital (PIC) issuance
- Development of capital plans
- Investment policy reviews
- Asset allocation
- Portfolio structuring