Why Your Credit Union’s Investment Process Is Critical Now
A disciplined strategy and long-term focus provides consistency independent of fluctuating interest rates.
A disciplined strategy and long-term focus provides consistency independent of fluctuating interest rates.
Stronger than expected seasonal first quarter inflows contributed to the largest quarterly jump since 2009. The average yield on investments also hit a 10-year high.
Cash and investments at credit unions was down at year-end 2018 as credit unions reallocated funds to fulfill loan demand.
Having the right strategy in place makes investment decisions fairly independent of interest rate rises and falls.
Cash and investment balances at credit unions fell 5.4% year-over-year, however, investment yields reached the highest third quarter level since September 2010.
Test your knowledge of third quarter industry trends with this quiz on earnings by Callahan & Associates.
Five can’t-miss data points this week on CreditUnions.com.
Credit union investments shift in a rising rate environment.
Take this industry performance pop quiz from Callahan & Associates to learn about trends in credit union investments.
Effective outsourcing of investment services is a major step toward success for the institution and the members it serves.

What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.

Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.

CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.

By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.

Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.

The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.

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.

To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.

Check all the right boxes while tying your credit union compliance efforts to strategy.