Asset/Liability Management (ALM) Services

Catalyst Strategic Solutions' ALM Services analysts understand that balance sheet risk management is an ever evolving challenge. Therefore, ALM Services empower credit unions, regardless of size or complexity, with actionable data. That data equips credit unions to manage their balance sheets effectively in a fluid economic environment.

Catalyst Strategic Solutions' highly experienced ALM team leverages a full range of services. The team nurtures industry relationships to stay abreast of market activity and to deliver customized solutions for clients.

The ALM Service offers two distinct ALM platforms to meet credit unions' diverse balance sheet requirements and management expectations. Both platforms are certified by an independent third party. This certification gives credit unions and their examiners confidence in the ALM models.

The ALM team works directly with credit unions to develop customized solutions that achieve results. For more information, visit the ALM Services webpage.

  • ALM Reporting

  • ALM Model Validation

  • ALM model assumption review

  • ALM integrity analysis

  • Non-maturity deposit analysis

  • Mortgage servicing rights analysis

  • Liquidity stress analysis

The above service offerings are further supplemented with:

  • Online "what-if" capability

  • Analysis review

  • Policy assistance

  • On-site visits

  • Fair value reporting

Beyond traditional ALM services, Catalyst Strategic Solutions also assists in the following areas:

  • Balance sheet advisory
  • Derivative hedging
  • Bond accounting
  • Investment portfolio reporting