Cash at other financial institutions and Fed agency MBS have increased by 6.4% and 4.2%, respectively, over the past year. What else has happened inside the credit union investment portfolio?
Twenty-eight graphs, charts, and maps that evaluate credit union performance in the fourth quarter of 2016.
Lending activity remained strong and investment balances declined.
Language is unclear in the law regulating credit unions investing in derivatives. Will NCUA’s new effort to revisit the rule help?
Twenty-eight graphs, charts, and maps that evaluate credit union performance in the third quarter of 2016.
Five can’t-miss data points featured this week on CreditUnions.com.
With market uncertainty, it’s surprising to see a quarter-over-quarter and year-over-year increase in investments. Less surprising is the attraction of short-term investments.
New DOL Fiduciary Rule is an opportunity to assess credit unions’ long-term goals for their investment advisors.
Continued loan demand draws down investment balances.
Generations FCU explains how it uses the investment portfolio as a vehicle that produces income in its own right.
The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.
CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.
Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.
Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.