Financial Performance

Institutional Investments

By Roman Ojala | Sept. 12, 2022

Amid market volatility and ongoing loan demand, cash balances decreased nearly $66 billion. What else happened in the investment portfolio?

By Umberto Donda | Aug. 15, 2022

Credit unions have seen an almost 8% rise in loans and investments to credit union service organizations since the start of the pandemic.

By Oppenheimer & Co. Inc. | July 19, 2022

It is official, the latest FED tightening cycle has begun. How did it get here? Where is it headed? How will this impact the financial/investment decisions for credit unions?


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By William Hunt | June 20, 2022

The credit union balance sheet is shifting as the U.S. economy enters a post-pandemic reality.

By | March 28, 2022

Cooperatives are using cash to meet rebounding loan demand and invest in higher-yielding securities and investments.

By Roman Ojala | March 14, 2022

Credit unions are positioning their balance sheets to deliver greater yields as investment and lending conditions adapt to a late-pandemic environment.

By Roman Ojala | Dec. 13, 2021

Deposits jumped $35.0 billion during the third quarter, and credit unions adjusted their investment portfolios to take advantage of the changing yield curve.

By Sam Taft | Sept. 27, 2021

Cash balances contracted 11.1% from March 31 as credit unions actively put money to work.

By Sam Taft | May 31, 2021

COVID-19 relief payments underpin a continued surge in deposits, challenging loan and investment portfolios to keep pace.

By Sam Taft | Dec. 14, 2020

Deposit growth underpins a 3.4% increase in investment balances for the industry. See what else happened in the investment portfolio.