Close Menu
Services

ALM Guidelines & Handouts for Non-League Member Credit Unions

Below are a number of tools you may find beneficial to your credit union in developing the ALM Process. If you have any questions please contact us!
File/DescriptionTypeSizeDownload
Dividend Guidelines
May 2019
PDF151.96 KB Download
FICO Pricing Spreads
PDF19.61 KB Download
FICU Peer Group Statistics for ALL FICUs
December 2018
PDF81.68 KB Download
FICU Peer Group Statistics for FICUs Less than $20M
December 2018
PDF81.88 KB Download
FICU Peer Group Statistics for FICUs $20M - $100M
December 2018
PDF81.59 KB Download
FICU Peer Group Statistics for FICUs Greater than $100M
December 2018
PDF81.71 KB Download
FICU Peer Group Statistics for FICUs in Cornerstone Region
December 2018
PDF82.36 KB Download
GAP Calculation Guide
DOCX68.50 KB Download
Ratio Calculation Guide
DOC81.00 KB Download
ALM Checklist
DOC103.00 KB Download
How Does a Credit Union Change
DOCX15.82 KB Download
Instructions for Liquidity Analysis Template
DOC24.00 KB Download
Liquidity Analysis Template
XLS232.00 KB Download
Market-Based Pricing of Loans (Blank)
DOC72.00 KB Download
Agenda for Monthly ALCO Meetings
DOC30.00 KB Download
Issues Addressed in an ALM Policy
DOC62.50 KB Download
Issues Addressed in an Investment Policy
DOC37.50 KB Download
FDIC Website Instructions
DOC35.00 KB Download
FINRA Website Instructions
DOC33.50 KB Download