Brokerage and ALM reporting services provide essential tools to meet client or internal needs. The corporate agent program, offered through CU Investment Solutions, Inc., provides back-office brokerage products that enable members to offer a range of investment products – including U.S. government agencies, treasuries, mortgage obligations and corporate bonds – without the overhead cost related to operating their own licensed broker-dealer. ALM reporting provides a range of fee-based services, including investment supervision, risk reporting, portfolio accounting and consulting services.

Facts:

• On-site agents execute trades and provide nationwide brokerage coverage for credit unions
• Agents offer marketable securities and variety of investment products to aid balance sheet management
• Services used widely for policy design, investment advisory and ALM reporting

Business Benefits:

• Reduced costs for members; avoids investments in redundant systems and personnel
• Services include policy design, investment allocation and risk management
• Customized risk-measurement and analytical database for management reporting