Investment Trading Marketplace

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Overview

Making investment portfolio management transparent and efficient.
The ALM360 Investment Trading Marketplace is a dedicated electronic platform that enables credit unions to analyze fixed-income investment securities with confidence. It offers price transparency, extensive inventory access, integration with ALM360’s Trade Simulation and Optimization modules, and streamlined execution capabilities (coming soon), creating an efficient and secure experience for investment managers.

What sets ALM360 apart is its built-in pretrade impact analysis.
While evaluating potential trades, users can instantly model how a proposed investment will affect Net Economic Value (NEV), Net Interest Income (NII), liquidity ratios, and policy limits, all within the same platform. This means you can evaluate the balance sheet impact of each transaction in real time, without exporting data or reconciling between separate systems. One unified model ensures consistency, accuracy, and confidence in every decision.

Key Features

Comprehensive Inventory Access
View a wide range of securities in one centralized marketplace.
Transparent Pricing
Real-time visibility into market prices ensures fair and informed decision making.
Advanced Filtering and Sorting
Easily filter and sort inventory to match your investment policy requirements and strategic initiatives.
Detailed Investment Information
View individual investment security descriptions, details, and analytics with a single click.
Electronic Trade Execution (coming soon)
Execute trades securely and efficiently without manual intervention.

Benefits for Credit Unions

Efficiency and Speed
Reduce operational complexity and accelerate decision-making.
Transparency and Confidence
Access clear and competitive pricing and detailed security information in one centralized location.
Enhanced Decision-Making
Quickly evaluate investment options with integrated data and analysis tools.

How it Works

Browse Inventory
Access a wide selection of securities available for purchase and apply filters to align with policy requirements and review detailed bond data.
Find Investment Securities
1. Manually search for Securities based on custom criteria, filters, or preferences.
  or
2. Run ALM360’s Optimization module to find securities that best fit your balance sheet strategy and risk parameters.
Execute Trades Electronically (coming soon)
Complete transactions securely within the platform.

Use Cases

Portfolio Rebalancing
Adjust allocations to align with strategic objectives.
Liquidity Deployment
Invest excess liquidity efficiently and securely.
Yield Optimization
Identify investments that improve portfolio returns.
Policy-Driven Investing
Ensure trades meet investment policy criteria through advanced filtering.

Ready to Modernize Your Credit Union’s Investment Trading?

Experience the efficiency, transparency, and security of QuantyPhi’s ALM360 Investment Trading Marketplace. Access a comprehensive inventory of fixed-income securities, evaluate options with real-time pricing and detailed analytics, view potential impacts to balance sheet risk metrics, and execute trades electronically (coming soon), all within a platform designed for credit union investment managers.

Book an ALM360 Demo today to see how the Investment Trading Marketplace can streamline your trade execution, enhance decision-making, and deliver audit-ready reports for your ALCO and board.

Book an ALM360 Demo

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