Money Market Funds
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A suite of rule 2a-7 money market funds including 100% Treasury, Treasury Plus, and Government to help manage your liquidity needs.
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Fixed income building blocks to construct your credit union’s investment portfolio.We offer a suite of managed bond products across the duration and term spectrum of permissible investments under Part 703 NCUA guidelines. Strategies are designed to help CFOs cost effectively, precisely and conveniently pursue a range of objectives - including yield, diversification, income generation, duration matching, interest rate risk management and capital preservation.
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Products are designed like building blocks empowering CFOs to construct a portfolio tailored to their credit union’s investment profile.
Target Duration Strategies
Defined Maturity Strategies
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Ladder Strategies
Multifamily Private Credit Fund
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What is a managed bond product?
A managed bond product is analogous to a fixed income mutual fund. Both invest in a basket of bonds, but with a managed bond product you retain direct ownership of the bonds rather than owning shares of a mutual fund.
Benefits of managed bond products for your credit union
Individual bond selection burdens management and CFOs with time-consuming research, trading and daily portfolio management. Managed bond products can help optimize portfolios across a range of investment objectives and simplify implementation while while lowering costs and increasing transparency
Ease of Management: Utilize various managed bond products to easily rebalance or adjust the makeup of your credit union’s portfolio. CFOs can select different managed bond products to dynamically shift allocations without the complexity of trading individual securities.
Diversification Made Simple: Gain exposure to a wide range of fixed income strategies across asset classes within a single account.
No Markups: Access professionally managed fixed income strategies at a lower cost and with greater pricing transparency than trading individual bonds.
Ease of Management: Utilize various managed bond products to easily rebalance or adjust the makeup of your credit union’s portfolio. CFOs can select different managed bond products to dynamically shift allocations without the complexity of trading individual securities.
Diversification Made Simple: Gain exposure to a wide range of fixed income strategies across asset classes within a single account.
No Markups: Access professionally managed fixed income strategies at a lower cost and with greater pricing transparency than trading individual bonds.
Self-directed or guided portfolio implementation
You may select strategies at your discretion or collaborate with an investment advisor. Advisors take a consultative approach to help you select products to build and implement a customized portfolio that seeks to achieve your credit union's objectives in accordance with your investment policy statement.
Robust online reporting & portfolio insights
In today’s complex and fast moving fixed income markets it is important to have real time access to portfolio holdings, analytics and insights. Our online platform and reporting allows you to view and export current investment holdings, key accounting, reports, portfolio analytics, monthly statements and trade confirms.
