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QuantyPhi Introduces Investment Portfolio Optimizer for Credit Unions

MILWAUKEE, WI – September 30, 2021 – QuantyPhi announced this week a new Investment Portfolio Optimizer for credit unions. The tool mathematically calculates an ideal purchase strategy based on a credit union’s current holdings and chosen benchmark.

The tool shows, in real time, how a mix of potential investments will influence a credit union portfolio’s total return. Further, the tool can automatically allocate available investment dollars to a mix of securities, allowing the credit union to maximize investment returns while adhering to acceptable risk levels, as prescribed by its preferred benchmark.

“Since we started QuantyPhi, we have been using the optimization process to help credit unions improve financial performance in multiple interest rate scenarios,” said Kevin Chiappetta, CFA, President of QuantyPhi. “This optimizer tool helps see exactly which portfolio strategies we can use to help investment portfolios perform to their fullest potential. This allows us to see how and where to best use funds to achieve balance sheet optimization.”

QuantyPhi will host a 30-minute introductory webinar for credit unions on Wednesday, October 20 from 2:00 p.m. to 2:30 p.m. CT. Registration for the webinar is available on QuantyPhi’s website. Attendees will learn how the portfolio optimizer can help them make informed investment decisions to benefit their credit unions.

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