The Oppenheimer Credit Union Group focuses on delivering customized portfolio strategies based on your specific needs. First, we will sit down with you to understand your objectives and challenges and analyze your current portfolio and policies. From there, we will develop specific recommendations and strategies and walk you through their potential impact on your credit union. Finally, we will provide ongoing education and reporting through monthly strategy calls, on-site meetings at your credit union and investment education sessions.
With any investment recommended for your portfolio, we’ll provide a detailed pre-purchase analysis and post-purchase trade package fully documenting the market conditions and strategic rationale.
With any investment recommended for your portfolio, we’ll provide a detailed pre-purchase analysis and post-purchase trade package fully documenting the market conditions and strategic rationale.
We provide comprehensive reporting on your portfolio, and the underlying securities on a monthly basis. Custom reporting, bond accounting and management reports can also be provided. (see a full list of our regulatory client reporting)
We provide comprehensive reporting on your portfolio, and the underlying securities on a monthly basis. Custom reporting, bond accounting and management reports can also be provided. (see a full list of our regulatory client reporting)
We understand the regulatory environment credit unions operate in our regulatory pre-purchase and post-purchase trade packages include all the required documentation needed for NCUA exams and audits (investment policy verification, how the securities fit into your portfolio, market conditions when purchased, etc.).
We understand the regulatory environment credit unions operate in our regulatory pre-purchase and post-purchase trade packages include all the required documentation needed for NCUA exams and audits (investment policy verification, how the securities fit into your portfolio, market conditions when purchased, etc.).
Education is core to our philosophy. In addition to monthly reports and monthly portfolio updates, we host CU investment forums and provide complimentary on-site investment education for your management team.
Education is core to our philosophy. In addition to monthly reports and monthly portfolio updates, we host CU investment forums and provide complimentary on-site investment education for your management team.
Credit Union Investment Management provides an in-depth examination of the methods executives use to achieve investment objectives and maximize returns on invested capital, while measuring and minimizing risk. Complete coverage includes: detailed features of investment vehicles, yield measures and their limitations, total return analysis, and stress testing.