Investment Supervisory Services

Through its investment supervisory services, CU Investment Solutions assists clients in portfolio design, trade execution, investment allocation, collateral surveillance, portfolio monitoring and risk attribution.

The current regulatory environment confronts corporate credit unions with the need for sound investment strategies documented in a manner that balances total return objectives with regulatory and board-imposed risk constraints. CU Investment Solutions helps each client target its allocation of surplus funds to various markets and investment vehicles.

Through its investment supervisory services, CU Investment Solutions also helps its clients design performance measurement standards that consider the total return potential of various investment strategies.