Overview
Transform portfolio management with deep risk analysis.
QuantyPhi’s Investment Performance Reports module empowers credit unions to monitor, analyze, and optimize their investment portfolios with detailed, real-time insights. By tracking essential security-level and portfolio-level metrics such as duration, yield, convexity, and credit exposure, credit unions gain the clarity needed to make informed decisions that support balance sheet optimization and regulatory compliance. With integrated reporting and analytics, you can ensure your strategies align with institutional goals, monitor performance, and drive smarter decision-making.
Why choose the Investment Performance Reports module?
Comprehensive Portfolio Analysis
Get a complete picture of your portfolio’s health and performance, including bond-level details, sector analysis, and peer comparisons.
Strategic Decision Support
Identify opportunities for rebalancing and strategic adjustment with detailed analytics.
Regulatory and Board Reporting
Easily generate reports for ALCO and board-level presentations, supporting transparency and compliance.
Performance Attribution
Understand the drivers behind portfolio returns, including interest rate changes, yield curve shifts, and volatility. This helps explain performance to stakeholders and auditors.
Streamlined Management
Consolidate analysis across multiple portfolios and automate key reporting tasks, saving time and reducing manual effort.
How does the Investment Performance Reports module work?
Portfolio Upload and Management
Upload and manage your investment portfolios for consolidated analysis and reporting.
Performance Analytics
Review security-level and portfolio-level metrics such as duration, yield, convexity, and credit exposure. Use filters to sort by sector, maturity, rating, or issuer.
Comprehensive Reporting
Generate detailed reports for ALCO and board-level presentations, supporting transparency and regulatory compliance.
Performance Attribution
Decompose portfolio returns to understand the drivers of performance, such as interest rate changes, yield curve shifts, and volatility.
