Why Your Credit Union’s Investment Process Is Critical Now
July 19, 2019
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A disciplined strategy and long-term focus provides consistency independent of fluctuating interest rates.
Institutional Investments
Credit Union Investments Rise In 1Q 2019
June 3, 2019
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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.
Credit Unions Are Redirecting Investments To Fund Loans
May 27, 2019
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Cash and investments at credit unions was down at year-end 2018 as credit unions reallocated funds to fulfill loan demand.
A Steady Approach To The Investment Portfolio In A Rising Rate Environment
January 28, 2019
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Having the right strategy in place makes investment decisions fairly independent of interest rate rises and falls.
Investments By The Numbers (3Q18)
January 2, 2019
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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.
Performance Pop Quiz: Have Credit Union Earnings Reached New Heights?
November 14, 2018
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Test your knowledge of third quarter industry trends with this quiz on earnings by Callahan & Associates.
How To Build BI, #RelationshipGoals, Credit Union Horticulture
July 23, 2018
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Five can’t-miss data points this week on CreditUnions.com.
Investments By The Numbers (1Q18)
July 23, 2018
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Credit union investments shift in a rising rate environment.
What Is The Largest Segment Of The Credit Union Investment Portfolio?
May 28, 2018
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Take this industry performance pop quiz from Callahan & Associates to learn about trends in credit union investments.
How To Invest In Your Members
May 21, 2018
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Effective outsourcing of investment services is a major step toward success for the institution and the members it serves.
Why Your Credit Union’s Investment Process Is Critical Now
A disciplined strategy and long-term focus provides consistency independent of fluctuating interest rates.
Credit Union Investments Rise In 1Q 2019
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.
Credit Unions Are Redirecting Investments To Fund Loans
Cash and investments at credit unions was down at year-end 2018 as credit unions reallocated funds to fulfill loan demand.
A Steady Approach To The Investment Portfolio In A Rising Rate Environment
Having the right strategy in place makes investment decisions fairly independent of interest rate rises and falls.
Investments By The Numbers (3Q18)
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.
Performance Pop Quiz: Have Credit Union Earnings Reached New Heights?
Test your knowledge of third quarter industry trends with this quiz on earnings by Callahan & Associates.
How To Build BI, #RelationshipGoals, Credit Union Horticulture
Five can’t-miss data points this week on CreditUnions.com.
Investments By The Numbers (1Q18)
Credit union investments shift in a rising rate environment.
What Is The Largest Segment Of The Credit Union Investment Portfolio?
Take this industry performance pop quiz from Callahan & Associates to learn about trends in credit union investments.
How To Invest In Your Members
Effective outsourcing of investment services is a major step toward success for the institution and the members it serves.
Browse Topics
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
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The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
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McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
Stable Economy. Strained Households.
Andrew Lepczyk
Wages briefly caught up with inflation, but rising costs have pushed them back into negative territory. Here’s what that shift means for member finances and credit union performance.
Fintech Grounded In Mission As Much As Market Opportunity
Marc Rapport
Suncoast Credit Union balances near-term needs with longer-term bets, applying discipline to timing, valuation, and fit to decide when to invest and when to walk away.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.