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
The Callahan Guide To The 2026 Final Four
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A Rewards Program That Relies On Relationships, Not Usage
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Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
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The Case For Marketing That Doesn’t Lead With The Credit Union
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Exit Interview: Deb Vollmer
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How Affinity FCU Became A Financial First Responder
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The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
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To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.