Suite of Model Policies & Monitoring Tools

Our firm has been providing model policies to our ALM clients since 1990.  Updates to our model policies are included in our on-going ALM Consulting relationships.  Non-clients can purchase our Suite of Policies.  Below is a list of the model policies that are available to our clients.

  • Concentration Risk Policy (CRP) & Reporting Document (FICUs required to have a CRP)
  • Advanced ALM/IRR Policy
  • Basic ALM/IRR Policy
  • Model Investment Policies I or II
  • Liquidity Policy & Liquidity Guidelines Reporting Document
  • Contingency Funding Plan (CFP) (FICUs over $50M required to have a CFP.  CUs under $50M in assets may consider it a best practice.)

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