
Education
Upcoming Events
Navigating Interest Rate Risk: QuantyPhi’s 2025 Balance Sheet Optimization Series
Managing interest rate risk remains a key focus for credit union managers due to its significant influence on performance and risk. This webinar series addresses the challenges posed by rate uncertainty and provides practical tools and strategies for navigating a range of interest rate scenarios effectively.
QuantyPhi's monthly series features 45-minute sessions held on the third Thursday of each month at 2:00 p.m. CT. Each session will explore challenges facing credit union managers and share practical approaches to navigating today’s financial landscape.
Register today to explore actionable strategies and insights for optimizing balance sheet performance in an evolving economic environment.
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Session Highlights:
- Balance Sheet Optimization Overview: Understand the foundational process for aligning strategies with credit union goals.
- Asset Liability Management: Explore techniques for effectively managing assets and liabilities.
- Investment Portfolio Alignment: Learn how to align your investment portfolio with balance sheet objectives.
- Performance Analytics: Gain insights into measuring, monitoring, and managing risk to support informed decision-making.
- Market Insights and Strategies: Review trends, implied interest rate paths, and approaches to portfolio management for a resilient strategy.
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
10-Year Treasury Yield vs. 10-Year TIPS Spread: An accurate indicator of inflation?
By Adam Stone
President of QuantyPhi
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

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.

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.

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.

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.

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.
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: The Best Investment Guide That Money Can Buy

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

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

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

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