Concentration Risk Analysis


Additional pricing per Annual Review and Quarterly Run listed below

Annual Review:
$0-$50M: $1,000/yr
$50.1M-$100M: $1,250/yr
$100.1M-$300M: $2,000/yr
$300.1M and above: $2,500/yr

Quarterly Run: $400

Five step process which includes the upfront analysis of portfolio segmentation, data identification, redesign of ALL calculations, determination of model variables, and economic drivers will be determined. Steps two and three involve classification in accordance with their specific segments and changing security codes. Step four and five involve testing and determining risk, board approved limits, and generating the final reports.

Billing Code: N/A Category:

Additional information

Credit Union Assets

$0-$50M, $50.1M-$100M, $100.1M-$300M, $300.1M and above


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