Institutional Investments

Investment Trends & Insights For A Changing Economic Landscape

Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, hold a discussion about the latest economic and market insights along with investment trends based on 1Q 2021 Performance Data for all U.S. Credit Unions.

Read More »
Industry Insights

Absent Additional Stimulus, Total Industry Investments Decline In The Second Quarter

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

Investment Trends & Insights For A Changing Economic Landscape

Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, hold a ...
Industry Insights

Credit Union Investment Balances Surpass $700 Billion

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

Managing Excess Liquidity – Investment Trends & Insights For Credit Unions

Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, discuss the ...
Industry Insights

Investment Balances Climb Higher In 3Q 2020

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

The State Of Credit Union Investments In 2Q 2020

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

The State Of Credit Union Investments In 2020 (Part 2)

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

The State Of Credit Union Investments In 2020 (Part 1)

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 ...
Industry Insights

Industry Trends: Investments (3Q19)

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

Key Economic Considerations For 2020

China trade, interest rate concerns make profitable risk management more critical.
Membership And Annual Member Growth, 06.30.25

2 Hot Takes On Member Growth

Member growth is slowing. What can credit unions do about it? Callahan experts explore how purpose and financial wellbeing might be the key to sustainable member growth.

Read More »
Scroll to Top