Asset Management

Trusted advice and solutions
Catalyst experts and expert systems deliver unique strategies to ensure the health and longevity of your credit union.

Optimizing asset and liability allocations is one of the most critical things a credit union must do. 

How effectively management is at positioning member loan and deposit services and balancing liquidity, interest rate risk, and investments determines the health of the organization as well as the value the credit union provides to its members. That’s why it pays to have a trusted partner by your side, a partner like Catalyst.

The team of experts at Catalyst are second-to-none in their expertise, experience and financial acumen, but more importantly, they put your needs above all else. We work to understand your unique challenges and needs to build an actionable balance sheet strategy to ensure you meet your goals and objectives. 

Asset Management Solutions
Finding a partner who prioritizes your interests is challenging. As an SEC Registered Investment Advisor, we have a fiduciary relationship with your credit union, meaning no commissions on trades. Our team works with you to develop and execute strategies to achieve your goals. No hard sales, just results from industry professionals who understand your credit union.
Subordinated Debt
Growth and expansion need sufficient capital and a vision. Catalyst can help with both. Building capital through retained earnings can be challenging. When capital levels fall short, Catalyst's experts can raise subordinated debt eligible for net worth treatment, allowing you to realize your vision even in tough times.
Derivative Hedging
The only constant is change, but change doesn't have to wreak havoc on your earnings profile and risk positions. Interest rate derivatives can minimize earnings volatility and interest rate risk exposure, and the team at Catalyst has the expertise and experience to help you reap the benefits.
Brokerage Services
Creating an investment strategy requires a partner invested in your success. Catalyst's experienced team builds plans to maximize returns while supporting liquidity, managing risk, and meeting economic expectations. Investing is more than buying securities; it requires a partner who understands your goals – like Catalyst.
Catalyst Accounts
Catalyst offers many options to support your settlement activity and cash management, while providing easy access and competitive rates all designed to support your treasury function.
Additional Services

Catalyst brings tier one resources and solutions to support all of your needs, working to ensure your balance sheet structure aligns with your goals and objectives. In addition to our primary solutions, we also support credit unions with:

  • Investment accounting
  • Investment portfolio reporting
  • Safekeeping
  • CD purchase and issuance
  • Corporate certificates
  • Borrowing and loan participation services
Getting Started Together
Managing your balance sheet is part art and part science, that when blended correctly equal a cohesive strategy to support long-term success. Catalyst, with your help, can create a balance sheet strategy to achieve your long-term goals and objectives.

Let's talk.

Important Disclosures:

"Catalyst" is a brand name for the financial services business conducted by Catalyst Corporate Federal Credit Union ("Catalyst"), both directly and through its subsidiaries, including CUSOURCE, LLC, d/b/a Catalyst Strategic Solutions ("CSS"). Balance sheet management services and asset liability management services are offered through CSS, a SEC registered investment adviser. CSS is a separate entity from Catalyst and all investment decisions are made independently by CSS employees. Neither Catalyst nor CSS provide its clients with legal, tax or accounting advice.