Financial Performance

Institutional Investments

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.

 

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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.

By Sam Taft | Sept. 8, 2020

Investment balances were up 19.2% from the first quarter as consumer uncertainty powers growth in core deposits.

By Aman Johal | June 30, 2020

Lower interest rates and overall economic uncertainty pushed the investment portfolios of commercial financial institutions nationwide toward shorter allocations in the first quarter of 2020.

By Callahan & Associates, Inc. | June 11, 2020

Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on 1Q 2020 Performance Data for all U.S. Credit Unions.

By Sam Taft | June 8, 2020

Cooperatives keep their sights on short-term investments as cash balances grow and participation in derivative programs declines.