Policy Review

The purpose of the Asset Liability Management Policy is to set forth the credit union's approach to managing both assets and liabilities in regard to interest rate risk. The Investment Policy sets forth procedures and parameters for investing the credit union’s surplus funds. Periodically, Asset Liability Management and Investment policies should be reviewed for accuracy, reasonableness and to ensure they still align with the risk tolerance of the credit union. AIM offers an outside review of the credit union’s current policies, suggesting appropriate updates and changes as needed. There are also sample policies available to ensure appropriate verbiage if creating a new policy, or to help strengthen existing policies.

To learn more about ALM Policy Review, email aim@aimcusolutions.org.