Navigating Interest Rate Risk: QuantyPhi’s 2025 Balance Sheet Optimization Series

Managing interest rate risk remains a key focus for credit union managers due to its significant influence on performance and risk. This webinar series addresses the challenges posed by rate uncertainty and provides practical tools and strategies for navigating a range of interest rate scenarios effectively.

QuantyPhi's monthly series features 45-minute sessions held on the third Thursday of each month at 2:00 p.m. CT. Each session will explore challenges facing credit union managers and share practical approaches to navigating today’s financial landscape.

Session Highlights:

• Balance Sheet Optimization Overview: Understand the foundational process for aligning strategies with credit union goals.
• Asset Liability Management: Explore techniques for effectively managing assets and liabilities.
• Investment Portfolio Alignment: Learn how to align your investment portfolio with balance sheet objectives.
• Performance Analytics: Gain insights into measuring, monitoring, and managing risk to support informed decision-making.
• Market Insights and Strategies: Review trends, implied interest rate paths, and approaches to portfolio management for a resilient strategy.

Register today to explore actionable strategies and insights for optimizing balance sheet performance in an evolving economic environment.