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.)