TREASURY & SECURITIES PORTFOLIO
Your institution's securities portfolio is a key component of an effective ALM program, and should be managed or advised by an expert with hands-on experience and expertise... not your bond brokers.* BCU Logic's leading expert wrote the FDIC's Securities, Derivatives, and Hedging guidance, built the FDIC's securities pricing and analysis system, managed large complex portfolios, and successfully restructured severely impaired portfolios for banks and credit unions.
​BCU Logic can:
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Advise or manage your portfolio to properly balance overall ALM goals & serve as a secondary source of liquidity & earnings.​​
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Improve yields with reduced risk through rigorous analysis and our "best security / best price" approach.
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Integrate your portfolio with your ALM/ALCO program.
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Ensure full regulatory compliance.
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ALCO & Board report packages clear, understandable analytics so your ALCO can make informed decisions.
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Provide training for Directors and Senior Management.
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Conduct independent review of your ALM program including policies, practices, risk, performance, & reporting.
* Always remember that brokers are salespersons who's job is to maximize their income. It is not their responsibility to ensure that you have a well-constructed portfolio.