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Objective Advice, Investment Expertise and Tools Focused on Helping You Achieve Your Credit Union’s Financial Objectives.
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CUNA Mutual’s Investment Advisory Services provides objective advice and institutional trade execution from seasoned investment professionals. Our holistic approach ensures that your credit union’s investment strategy is integrated into your asset liability management (ALM) strategy, with a focus on enhancing your financial performance through active risk management and portfolio monitoring. Portfolio managers from MEMBERS Capital Advisors, Inc. (MCA’s) fixed income team provide in-depth investment expertise, advice, and analytical support to optimize your investment portfolio.
Features of Investment Advisory Services
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Asset Liability Management (ALM) and Investment policy development and review
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Investment management and advisory services
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Institutional trade execution
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Investment portfolio accounting and reporting
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Performance benchmarking
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ALM analysis
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Quarterly reviews of investment performance and risk
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Annual onsite review of all investment advisory services, objectives and results
Benefits
Investment Expertise and Systems – As an Investment Advisory Services client, your credit union gains access to our fixed income portfolio manager team, assisting you with recommendations that are aligned with your investment strategy and balance sheet risk profile. Utilizing advanced investment management systems and research tools, IAS offers our clients resources that drive efficient and effective investment management decisions.
Holistic Approach – We perform a robust asset liability management analysis to understand your balance sheet risk profile. This allows our team to integrate your investment strategy into your credit union’s risk profile.
Objectivity – As an advisor, we are an unbiased fiduciary, always acting in our clients’ best interest. We are not a broker/dealer and do not charge commissions or transaction fees. Nor do we have an inventory of proprietary bonds. All investment instruments considered for Investment Advisory Services clients are non-proprietary.
Institutional Trade Execution – Managing more than $15 billion in assets, our scale and long-term relationships with Wall Street firms allow us to execute trades efficiently. We access over 40 approved broker/dealers to locate the right security at the best price. This results in improved investment performance for our clients.
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