Credit Union Investment Balances Surpass $700 Billion
May 31, 2021
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COVID-19 relief payments underpin a continued surge in deposits, challenging loan and investment portfolios to keep pace.
Institutional Investments
Managing Excess Liquidity – Investment Trends & Insights For Credit Unions
March 10, 2021
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Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, discuss the latest economic and market insights along with investment trends based on 4Q 2020 Performance Data for U.S. Credit Unions.
Investment Balances Climb Higher In 3Q 2020
December 14, 2020
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Deposit growth underpins a 3.4% increase in investment balances for the industry. See what else happened in the investment portfolio.
The State Of Credit Union Investments In 2Q 2020
September 8, 2020
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Investment balances were up 19.2% from the first quarter as consumer uncertainty powers growth in core deposits.
The State Of Credit Union Investments In 2020 (Part 2)
June 8, 2020
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Cooperatives keep their sights on short-term investments as cash balances grow and participation in derivative programs declines.
The State Of Credit Union Investments In 2020 (Part 1)
June 2, 2020
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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.
Industry Trends: Investments (3Q19)
December 30, 2019
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Credit unions continue to prioritize short-term liquidity, apparent in the movement’s investment portfolio.
Key Economic Considerations For 2020
October 21, 2019
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China trade, interest rate concerns make profitable risk management more critical.
4 Takeaways From The ALM First Financial Forum
October 4, 2019
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The global economy provided a colorful backdrop for credit union financial executives, board members, and leaders planning for the coming year.
6 Ways To Boost Non-Interest Income
August 12, 2019
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A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.
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 ...
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.
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.
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.
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 Trends: Investments (3Q19)
Credit unions continue to prioritize short-term liquidity, apparent in the movement's investment portfolio.
Key Economic Considerations For 2020
China trade, interest rate concerns make profitable risk management more critical.
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.
6 Ways To Boost Non-Interest Income
A monthly collection of Callahan content that, together, addresses a single topic from a variety of perspectives.
Browse Topics
Manufactured Homes Help Close The Housing Affordability Gap
Aaron Passman
Lower prices and better amenities are making pre-built homes an appealing option for credit unions looking to bolster their balance sheet and borrowers stymied by the affordable housing crisis.
How Prepared Are U.S. Workers For Retirement? The Answer Is, ‘Not Well.’
Andrew Lepczyk
Data from Vanguard shows retirement preparation declines with age, leaving no generation fully ready. The gap presents both a challenge and an opportunity for credit unions.
What’s In A Name: Chief People And Technology Officer
Savana Morie
It’s not every day a technology leader takes over HR. Vantage West’s Rob Hoyle explains why the two disciplines are linked now more than ever.
The Employee Benefit Cost Crisis And The Financial Strategy Forward-Thinking Credit Unions Are Using To Solve It
Callahan & Associates
Rising credit union benefit costs don’t have to remain a permanent operating burden.
Financial Market Jitters Escalate
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Takeaways From Day 2 Of GAC
Aaron Passman
From macroeconomics to multiculturalism, the future of AI, and more, the second day of this year’s convention was packed with insights.
Takeaways From Day 1 Of GAC
Aaron Passman
From new attitudes to new ways of thinking about service delivery, here’s a look at the first day of the industry’s biggest event.
Credit Union Storytelling With A Mission Focus
Marc Rapport
Storytelling drives growth and loyalty at Navy Federal, where real member experiences become narratives that strengthen trust, reinforce value, and build lasting relationships.
How Lake Trust Turns Member Experiences Into Brand Strategy
Savana Morie
From where stories come from to how they’re produced and distributed, Lake Trust shares how authentic member narratives strengthen its brand and show what “positive impact” looks like in action.
How An Internal Storyteller Fuels Member Growth At Navy Federal
Marc Rapport
An expert in user experience turns complex problems and opportunities into narratives that guide leaders toward confident decisions and growth-focused investment.