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PARTNER PERSPECTIVE Key Economic Considerations For 2020

China trade, interest rate concerns make profitable risk management more critical.

By Trust for Credit Unions Mutual Funds
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October 21, 2019


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PARTNER PERSPECTIVE Why Your Credit Union’s Investment Process Is Critical Now

A disciplined strategy and long-term focus provides consistency independent of fluctuating interest rates.​

By Trust for Credit Unions Mutual Funds
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July 22, 2019


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PARTNER PERSPECTIVE Best Practices In Measuring Investment Portfolio Performance

Why credit unions need to know about book yields and total returns.

By Trust for Credit Unions Mutual Funds
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April 15, 2019


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PARTNER PERSPECTIVE A Steady Approach To The Investment Portfolio In A Rising Rate Environment

Having the right strategy in place makes investment decisions fairly independent of interest rate rises and falls.

By Trust for Credit Unions Mutual Funds
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January 28, 2019


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PARTNER PERSPECTIVE A Review Of Fourth Quarter Investment Trends

Lending activity remained strong and investment balances declined.

By Trust for Credit Unions Mutual Funds
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February 28, 2017


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PARTNER PERSPECTIVE Second Quarter 2016 Investment Trends Review

Continued loan demand draws down investment balances.

By Trust for Credit Unions Mutual Funds
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September 19, 2016


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PARTNER PERSPECTIVE Credit Union Investment Portfolios Remain Steady

Safe, liquid investments drive year-end "window dressing" as Feds act on long-awaited rate increase.​

By Trust for Credit Unions Mutual Funds
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March 21, 2016


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PARTNER PERSPECTIVE Credit Unions Fund More Loans, Still Hold $350 Billion In Investments

Loan growth drives down balances while industry assets overall remain steady.

By Trust for Credit Unions Mutual Funds
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February 01, 2016


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PARTNER PERSPECTIVE Investment Trends Update From TRUST

Lower cash balances drive longer average life as derivatives usage slowly grows.

By Trust for Credit Unions Mutual Funds
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September 21, 2015


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PARTNER PERSPECTIVE What Can My Credit Union Buy In A Rising Rate Environment?

A refresher on institutional investment basics that includes examples of what credit unions may consider in a rising rate environment

By Trust for Credit Unions Mutual Funds
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July 20, 2015


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PARTNER PERSPECTIVE The Price Is Right

Properly pricing and managing the loan portfolio is a major driver of success for a credit union.

By Trust for Credit Unions Mutual Funds
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March 16, 2015


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PARTNER PERSPECTIVE Fourth Quarter 2014 Investment Trends

Credit unions are keeping their powder dry waiting for rates to rise.

By Trust for Credit Unions Mutual Funds
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February 23, 2015


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PARTNER PERSPECTIVE Third Quarter 2014 Investment Trends At Your Fingertips

Investment balances decline with consumer lending at a record pace.

By Trust for Credit Unions Mutual Funds
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December 08, 2014


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PARTNER PERSPECTIVE Credit Union Investment Trends And Post-QE Outlook

With the Fed tapering its buying of assets, it will be interesting to see who comes in to support the market and at what levels. Credit unions will need to remain vigilant when managing the investment portfolio amid a back drop of new regulations and continued lower short term rates.

By Trust for Credit Unions Mutual Funds
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September 22, 2014


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PARTNER PERSPECTIVE Cash Is King And Other Investment Trends At Credit Unions

As investment portfolios grow, cooperatives adopt a wait-and-see approach.

By Trust for Credit Unions Mutual Funds
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June 09, 2014


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PARTNER PERSPECTIVE The Truth Is, We Already Do Derivatives

Credit union investment officers have been purchasing callable agencies and mortgage-backed securities as part of their core investment portfolio for years.

By Trust for Credit Unions Mutual Funds
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March 10, 2014


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PARTNER PERSPECTIVE What Credit Unions Can Learn About Liquidity Management From Big Blue

IBM recently released a white paper on Liquidity Risk Management that explores both the root causes of the 2008 global liquidity crunch and best practices for financial institutions and other types of businesses moving forward.

By Trust for Credit Unions Mutual Funds
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November 18, 2013


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PARTNER PERSPECTIVE Industry Trends, Portfolio Management, And Credit Unions’ Emergence From The Long Shadow Of The Recession

Callahan’s Second Annual Investment Forum brings to light positive trends that should lead to a strong 2014 for the credit union industry.

By Trust for Credit Unions Mutual Funds
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October 21, 2013


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PARTNER PERSPECTIVE The Impact Of Market Rates On Credit Union Investment Portfolios

Credit unions should remain cognizant of how the prices of bonds within their portfolio are shifting.​

By Trust for Credit Unions Mutual Funds
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September 16, 2013


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PARTNER PERSPECTIVE Credit Unions And QE Infinity

How can cooperatives best manage through the quantitative easing fog?

By Trust for Credit Unions Mutual Funds
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June 10, 2013


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PARTNER PERSPECTIVE A New Look At The Investment Portfolio Reveals Loans Waiting To Happen

Credit unions still hold over $386 billion in investments and must seek out ways to maximize yield without sacrificing flexibility.

By Trust for Credit Unions Mutual Funds
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April 22, 2013


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PARTNER PERSPECTIVE Should Credit Unions Be Preparing For A Bond Bubble?

Financial institutions who sought a higher yield during the historically low interest-rate environment could see longer-term bond prices dive when rates go up.

By Trust for Credit Unions Mutual Funds
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March 11, 2013


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PARTNER PERSPECTIVE Enhanced Cash Strategies Prevail As The Fed Continues To Hold

With interest rates at historically low levels, more investment managers are exploring ways to enhance the yield on the short-term component of their portfolios.

By Trust for Credit Unions Mutual Funds
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February 04, 2013


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PARTNER PERSPECTIVE A New Fixed Income Landscape: Perspective On The 10-Year Treasury

As institutional investors continue to search for yield and the country analyzes the latest election results, credit unions should consider the evolution of the fixed income landscape for additional insight.​

By Trust for Credit Unions Mutual Funds
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November 12, 2012


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PARTNER PERSPECTIVE How the New IRR Rule May Impact Investment Portfolios

As investment managers tackle the challenging low-rate environment, viable options for future investment needs should not be overlooked.

By Trust for Credit Unions Mutual Funds
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September 03, 2012


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PARTNER PERSPECTIVE Will Bernanke Keep His Promise?

These six signs could indicate an earlier-than-expected increase in interest rates.

By Trust for Credit Unions Mutual Funds
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May 28, 2012


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PARTNER PERSPECTIVE Know The Market Value Of Your Balance Sheet

Insight provided by fair valuation opens up new possibilities for balance sheet management, product pricing, and investment diversification.

By Trust for Credit Unions Mutual Funds
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February 13, 2012


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PARTNER PERSPECTIVE The Power Of Total Return For Balance Sheet Management

Tracking total return provides multiple insights for ongoing asset and liability management and investment options.

By Trust for Credit Unions Mutual Funds
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January 25, 2012


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PARTNER PERSPECTIVE How the Fed’s Twist Could Impact A Portfolio

With the Fed’s Operation Twist bringing down yields on long-term bonds, consider actively managed duration products for your investment portfolio.

By Trust for Credit Unions Mutual Funds
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October 24, 2011


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PARTNER PERSPECTIVE Cash When You Don’t Need It

Low interest rates and higher yielding agency securities that are maturing are leaving credit unions with surplus cash.

By Trust for Credit Unions Mutual Funds
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September 26, 2011


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