MUSKEGO, Wis. – QuantyPhi balance sheet optimization services will host a free ALM benchmarking webinar on Feb. 21 at noon CST. The 30-minute educational event will offer credit union executives key insights into the benchmarking process, as well as show participants how to set benchmarks that effectively pave the way to performance success, the company said.
“Benchmarking is an ongoing process, which is why we focus so heavily on providing education that helps credit unions continuously improve their balance sheet performance,” said Kevin Chiappetta, QuantyPhi President and Corporate Central Credit Union SVP of Investment Services. “Proper ALM benchmarking can help credit union leaders not only achieve performance goals more frequently, but also help them pass those goals with flying colors.”
Benchmarking helps organizations determine how efficient their investment decision-making is relative to the amount of risk they should be taking on the balance sheet, the company noted. In addition to offering performance guideposts, benchmarks keep organizations on task.
“Mapping out an ideal position and setting benchmarks to guide your way keeps the investment portfolio on course,” Chiappetta said. “The upcoming ALM benchmarking webinar is designed to help credit union CEOs, CFOs, and balance sheet management staff set achievable, appropriate benchmarks that will keep investment decisions on track and in line with performance goals.”
For more info: QuantyPhi.com.