PROJECTS, REFERENCES & SOLUTIONS

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• 1PALM (TM) Analysis – Concentration, Interest Rate and Compensated Risk

• Strategic Operating Guidelines - max/min risk

• Investment Portfolio Analysis: Liquidity, Interest Rate Risk, Relative Compensated Risk(TM)

• Analysis of Demographics, Assets & Liabilities, wallet share

• Sample strategies: liquidity hike; increase core earnings, barbell profiles, execution strategies:- Strategy 2014-10

• Custom Peer Group Analytics

• Save For Life Accounts(TM) – CUNA

• Flying Your Portfolio - Rules of Engagement

• BRIX (TM) - Government Finance Review 1990

• BRIX (TM) - Journal of Working Capital Management 

• Investments: Callables in Context of the Code

• GGAM-NDA & Mutual Confidentiality

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