Financial Performance

Institutional Investments

By Callahan & Associates, Inc. | Sept. 10, 2019

Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development at Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on second quarter 2019 performance data for all U.S

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

By Sam Taft | June 3, 2019

Stronger than expected seasonal first quarter inflows contributed to the largest quarterly jump since 2009. The average yield on investments also hit a 10-year high.

 

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By Samantha Cristobal | May 27, 2019

Cash and investments at credit unions was down at year-end 2018 as credit unions reallocated funds to fulfill loan demand.

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

By Maya Neuman | Jan. 2, 2019

Cash and investment balances at credit unions fell 5.4% year-over-year, however, investment yields reached the highest third quarter level since September 2010.

By Samantha Cristobal | Nov. 14, 2018

Test your knowledge of third quarter industry trends with this quiz on earnings by Callahan & Associates.

By Rebecca Wessler | July 23, 2018

Five can’t-miss data points this week on CreditUnions.com.

By Ian Melhorn | July 23, 2018

Credit union investments shift in a rising rate environment.

By Ian Melhorn | May 28, 2018

Take this industry performance pop quiz from Callahan & Associates to learn about trends in credit union investments.