For Immediate Release:  May 20, 2021
Contact: Sharon Simpson, (240) 620-4095 or [email protected]

For months now, ALM First has been a supporter of the NCUA’s proposed derivatives rule modernization and we applaud their decision today to unanimously approve the final derivatives rule.

“As an ALM and risk management consulting firm, ALM First has always been a big proponent of sound balance sheet risk management and we feel this final rule, as approved, will go a long way in helping the industry in its management of interest rate risk,” says Principal Robert Perry.

ALM First CEO Emily Hollis agreed, saying “Tried and true interest rate risk hedging strategies are at the heart of many risk management programs at both banks and credit unions, we applaud this move by the NCUA to provide greater flexibility for credit unions.” 

Read more from ALM First on the rule’s potential benefits here:

Beyond Hedging & Derivatives, ALM First’s team of experienced professionals provides a host of strategic services and balance sheet management solutions including the Loan Transaction Network, Merger & Acquisition Advisory, Investment Advisory, Strategic Net Worth Analysis and more.

Visit for more information on the four fixed income strategy portfolios and to learn more about our ongoing partnership options.

About ALM First
ALM First is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $55 billion of investments under management (as of March 31, 2021), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country.


“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.

The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.