CONSULTIVA offers continuous consulting and 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.
Investment Advisory Services
• Advise and assist in the review and establishment of ALM and investment policies as well as the adoption of procedures related to these policies.
• Advise in the development and / or review of procedures for executing purchases, sales and custody of securities, on the basis of best execution.
• Initial and subsequent independent assessments of the profile, composition and characteristics of the investment portfolio.
Consultancy in Assets and Liabilities Management (ALM)
The ALM study conducted by CONSULTIVA is comprehensive and detailed, and is presented in a standard format. It includes all assets and obligations and treats all information as strictly confidential.
CONSULTIVA also advises Credit Unions on retirement options for employees and stewarding institutional assets.