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A benchmark is a standard against which the performance of the investment portfolio of the balance sheet can be measured. Since credit unions’ risk limits are bound by the liabilities currently on the balance sheet, Benchmarking measures the limits against the current interest rate risk (IRR) of the balance sheet and optimizes the exposure. The benchmark is mathematically derived, and can be used to measure any portfolio, investment, loan, or liability.

Key benefits:

  • Create performance targets specific to your unique goals
  • Develop portfolio strategies that provide optimum levels of return with a given level of IRR
  • Identify where investment decisions lead, lag, or remain at par with optimal portfolio performance 
  • Meet or exceed your benchmarks with flying colors

Learn More Download the Brochure


*Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Corporate Central Credit Union is independent of CFGS.

**Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Corporate Central Credit Union is independent of CFGS. Check the background of your financial professional on FINRA’s BrokerCheck.

***For a copy of CFGS’s Form CRS please visit: ConcourseFinancial.com.

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