Credit Unions

At Consultiva, we offer continuous advisory services to help Credit Unions capitalize on the advantages of efficient financial management. Our advisory services assist in understanding the complete financial picture, including the exposure to different types of risks, and facilitates decision making when it comes to investing.
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CONSULTIVA provides as part of its consultancy:

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Analyze assets and liabilities rigorously
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Redesign and adopt ALM policy statement
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Update the Investment Policy Statement and adopt it
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Report periodically on current Asset & Liability position and Investment Portfolio results

Asset & Liability Management

CONSULTIVA has developed a comprehensive system with which to manage assets and obligations, which has been tested over time.

The system makes it easier for executives to make decisions, helping them understand the financial picture of the credit union, determine the exposure to different kinds of risks, and take quick decisions to avoid negative consequences.

Asset and Liability Management (ALM) is the evaluation and execution process for risk management in Credit Unions.
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Asset & Liability Management

CONSULTIVA has developed an integrated and comprehensive system with which to manage assets and obligations, which has been tested over time.

The system makes it easier for executives to make decisions, helping them understand the financial picture of the credit union, determine the exposure to different kinds of risks, and take quick decisions to avoid negative consequences.

Asset and Liability Management (ALM) is the evaluation and execution process for risk management in Credit Unions.
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If you have questions, schedule an appointment to learn more about our services.