Quantifying the risks of investment portfolios in different interest rate environments is challenging because of the vast array of security types and structures . . . until now, that is.

The Performance Profile is a report developed by Vining Sparks that estimates interest rate risk, analyzes and summarizes the expected cash flow of your portfolio under various interest rate assumptions, and compares your credit union to its peers.

We believe it is the ideal executive summary for senior management, the board and examiners to review when considering the risks incumbent in the investment portfolio and when setting strategies for the future.