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Education

Whitepapers and Articles

Mortgage Servicing Rights Valuation with an ALM Focus

By Adam Stone
President of QuantyPhi

This Time, Things will be Different

By Daniel McIntyre
Vice President Investment Services

Investing Made Simple

By Kevin Chiappetta
Senior Vice President/Chief Education & Research Officer

Corporate Central Credit Union

What's Next

By Daniel McIntyre 
Vice President Investment Services

What is Driving Your Decision Process?

By Kevin Chiappetta, CFA
Senior Vice President/Chief Education & Research Officer 
Corporate Central Credit Union

Do We Need an ALM Validation?

By Adam Stone
President of QuantyPhi

The Money Came. Now What?

By Kevin Chiappetta, CFA
Senior Vice President/Chief Education & Research Officer

Corporate Central Credit Union

What Did I Just Buy?

By Daniel McIntyre
Vice President Investment Services

What's Next

By Daniel McIntyre 
Vice President Investment Services

What is Driving Your Decision Process?

By Kevin Chiappetta, CFA
Senior Vice President/Chief Education & Research Officer 
Corporate Central Credit Union

Press and News

Top-down photograph of various charts and graphs on a desk.

QuantyPhi Launches New CECL Validation Service to Support Credit Union Compliance and Accuracy

MILWAUKEE, WI – December 19, 2024 – QuantyPhi, a balance sheet optimization CUSO for credit unions, is pleased to announce the launch of its new CECL Validation service.

Professional headshot of Adam Stone.

Adam Stone Accepts Role as President of QuantyPhi

MILWAUKEE, WI – March 1, 2024 – QuantyPhi, a balance sheet optimization CUSO for credit unions, is pleased to announce Adam Stone has accepted the position as the new CUSO President.

Illustration of a laptop with envelope and paper airplane imagery.

December 2024 - QuantyPhi Quarterly

MILWAUKEE, WI – December 2, 2024 – Check out our latest newsletter, The QuantyPhi Quarterly, containing thrilling updates, exclusive insights, thought-provoking articles, and the hottest trends and must-know industry news.

Top-down photo of stack of papers with calculator and pencil.

QuantyPhi’s White Paper Pioneers ALM Focus

MILWAUKEE, WI – May 14, 2024 – In the ever-evolving landscape of mortgage servicing rights (MSR) valuation, precision and foresight are paramount for financial institutions. QuantyPhi, a balance sheet optimization CUSO, recently released a groundbreaking white paper, Mortgage Servicing Rights Valuation with an ALM Focus.

Illustration of a laptop with envelope and paper airplane imagery.

September 2024 - QuantyPhi Quarterly

MILWAUKEE, WI – September 2, 2024 – Check out our latest newsletter, The QuantyPhi Quarterly, containing thrilling updates, exclusive insights, thought-provoking articles, and the hottest trends and must-know industry news.

Informational Videos

Explore our curated YouTube playlist, featuring expert-led videos on investing and liquidity solutions tailored specifically for credit unions. Gain valuable insights and practical strategies to enhance your financial management and secure your institution's future.

View Playlist

Industry and Financial Reads

Are you looking for some good reading that might help you at work too?
This page offers suggestions from QuantyPhi, and maybe, some friends of ours.
If you have a suggestion of what you think we might like to read, please
let us know so we can enjoy it as well.

A Random Walk Down Wall Street book cover.

A Random Walk Down Wall Street: The Best Investment Guide That Money Can Buy

Bailout: An Inside Account of How Washington Abandoned Main Street While Rescuing Wall Street

Bailout: An Inside Account of How Washington Abandoned Main Street While Rescuing Wall Street

Soul in the Game: The Art of a Meaningful Life book cover.

Soul in the Game: The Art of a Meaningful Life

Uncontrolled: The Surprising Payoff of Trial-and-Error for Business, Politics, and Society book cover.

Uncontrolled: The Surprising Payoff of Trial-and-Error for Business, Politics, and Society

While America Aged book cover.

While America Aged

The Money Culture book cover.

The Money Culture

Subliminal: How Your Unconscious Mind Rules Your Behavior book cover.

Subliminal: How Your Unconscious Mind Rules Your Behavior

Stress Test: Reflections on Financial Crises book cover.

Stress Test: Reflections on Financial Crises

Stress Test: Reflections on Financial Crises book cover.

Stress Test: Reflections on Financial Crises

Subliminal: How Your Unconscious Mind Rules Your Behavior book cover.

Subliminal: How Your Unconscious Mind Rules Your Behavior

The Money Culture book cover.

The Money Culture

Uncontrolled: The Surprising Payoff of Trial-and-Error for Business, Politics, and Society book cover.

Uncontrolled: The Surprising Payoff of Trial-and-Error for Business, Politics, and Society

While America Aged book cover.

While America Aged

Soul in the Game: The Art of a Meaningful Life book cover.

Soul in the Game: The Art of a Meaningful Life

Bailout: An Inside Account of How Washington Abandoned Main Street While Rescuing Wall Street

Bailout: An Inside Account of How Washington Abandoned Main Street While Rescuing Wall Street

A Random Walk Down Wall Street book cover.

A Random Walk Down Wall Street: The Best Investment Guide That Money Can Buy