CU Investment Solutions

Catalyst Corporate, in partnership with CU Investment Solutions, LLC, provides access to the largest institutional desks of over 30 primary and regional broker/dealers. This results in highly competitive bond prices and yields through the power of aggregation. Catalyst Corporate investment officers work closely with credit unions to develop solutions that are tailored to their size and complexity. This helps credit unions reach their balance sheet and portfolio goals.

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Approved investment offerings include:

Treasuries

Treasury Bond:
A federal registered or bearer obligation issued in denominations of $500 to $1 million with maturities ranging from 10 to 35 years. Treasury bonds carry a fixed interest rate. These bonds are issued, quoted and traded as a percentage of their face value.

Treasury Note:
A federal registered or bearer obligation issued in denominations of $1,000 to $500 million for maturities of one to 10 years. Treasury notes carry a fixed rate of interest. These notes are issued, quoted, and traded at a percentage of their face value.
Agency Securities

Low-risk debt obligations that are issued by U.S. government-sponsored entities (GSEs) and other federally related bodies. Agency securities are issued by GSEs, including the Federal National Mortgage Association (FNMA), Federal Home Loan Bank (FHLB) and the Federal Agricultural Mortgage Corporation (Farmer Mac). These entities reduce the costs associated with borrowing for homeowners, students and farmers.
Mortgage-Backed Securities (MBS)

Type of asset-backed security that is secured by a mortgage or collection of mortgages.
Collateralized Mortgage Obligations (CMOs)

A type of mortgage-backed security in which principal repayments are organized according to their maturities and into different classes (tranches) based on risk and cash flow.
Municipal Bonds

A debt investment in which an investor loans money to a state or municipal government for a defined period at a fixed interest rate. Municipal bonds are used by local, state, U.S. and foreign governments to finance a variety of projects and activities.
Banker Acceptance Notes

A short-term debt instrument issued by a firm that is guaranteed by a commercial bank. Banker's acceptances are issued by firms as part of a commercial transaction.
Asset-Backed Securities

A financial security backed by a loan, lease or receivables against assets other than real estate and mortgage-backed securities. For investors, asset-backed securities are an alternative to investing in corporate debt.
Corporate Bonds

A debt investment in which an investor loans money to an entity for a defined period at a fixed interest rate. Bonds are used by companies to finance a variety of projects and activities.

Features & Benefits:

More than 1,000 credit unions in 49 states have access to comprehensive brokerage services.
As a credit union-owned cooperative, CU Investment Solutions is exclusively focused on providing value to credit unions.
Highly competitive bond prices and yields are available through CU Investment Solutions' relationships. Those relationships are with the largest institutional desks of over 30 primary and regional broker/dealers.
Available investments are especially suited for credit unions.
Registered representatives ensure that credit unions buy only NCUA permissible securities.
Up-to-date market and economic information is provided to assist with timely portfolio decisions.
Execution is efficient.
Credit unions realize lower costs and higher yields.
Support is provided from experienced registered representatives who know credit unions.

Resources:

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Contact

All securities are offered through CU Investment Solutions, LLC. (ISI). The home office is located at 8500 W 110th St, Suite 650, Overland Park KS 66210. ISI is registered with the SEC as a broker-dealer under the Securities Exchange Act of 1934. ISI also is registered in the state of Kansas as an investment advisor. Member of FINRA and SIPC. All investments carry risk; please speak with your representative to gain a full understanding of said risks. Securities offered by ISI are not insured by the FDIC or NCUSIF and may lose value. All opinions, prices and yields are subject to change without notice.