Financial Performance

Institutional Investments

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.

 

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By Sam Taft | June 2, 2020

Credit unions report the largest quarterly increase in investment balances on record as cash balances surge amid economic uncertainty and rate cuts push down investment yield.

By William Hunt | April 16, 2020

Prioritizing liquidity to navigate the uncertain economic climate, institutions allocated a higher percentage of investments toward shorter-term products in 2019.

By William Hunt | Dec. 30, 2019

Credit unions continue to prioritize short-term liquidity, apparent in the movement's investment portfolio.

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

By ALM First Financial Advisors | Oct. 4, 2019

The global economy provided a colorful backdrop for credit union financial executives, board members, and leaders planning for the coming year.

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.