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.

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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.
Features

4 Takeaways From The ALM First Financial Forum

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

Is Revenge Savings A Fad? Or A Financial Shift?

After years of post-pandemic splurges for the well-to-do and inflationary pain for the less well off, more Americans are shifting to a discipline of saving. Here’s what that means for members and how credit unions can turn the trend into opportunity.

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