Institutional Asset Management

BFB has a fully integrated process for analyzing and managing all or part of your Credit Union’s portfolio of permissible investments and otherwise impermissible investments. Through the use of advanced analytics, we can model and stress-test every asset in your Credit Union’s portfolio. In addition, our expertise allows us to recommend alternative portfolio allocations that could optimize performance and risk mitigation.

To ensure that we offer a truly comprehensive management system to our clients, we partner with Payden & Rygel, and Dimeo Schneider & Associates, two firms that are authorities in permissible and otherwise impermissible investments.

Payden & Rygel is a global leader in fixed income with over $80 billion of assets under management.

Dimeo Schneider is a premier investment consulting firm that advises over $40 billion in assets.

BFB’s process adheres to the regulations that govern the investment and deposit activities covered under NCUA Part 703.