Policy Review

Overview

Policy Review assess asset liability management, liquidity, and investment policies. Emphasis in reviews ensure policies address NCUA Letter 12-CU-05 addressing Interest Rate Risk Policy and Program Requirements. A Policy Review helps your credit union by suggesting areas for improvement and addresses items to change to comply with both the letter and spirit of “best practice” regarding IRR management.

Key Benefits

• Experienced, trusted guidance from ALM and investment advisors
• Personalized service, tailored to your needs
• Documentation and reasoning behind suggested policy changes and adaptations
• Advocacy on your behalf with examiners, if you so choose

Ensuring your credit union’s policies address requirements by NCUA will always be mandatory. A policy that helps guide your credit union toward best practices, while establishing a clear directive in risk management, is a must. In an interest rate risk sensitive industry, a policy review is imperative to be compliant with NCUA regulations and follow sound practice.