Financial Performance

Institutional Investments

By Callahan & Associates | Jan. 22, 2015

A break down of the industry’s financial performance and impact in 3Q 2014.

By Kevin Heal | Dec. 18, 2014

Emerging signs of economic strain underscore the need for financial prudence.

By Callahan & Associates, Inc. | Dec. 8, 2014

Callahan & Associates chairman Chip Filson and industry analyst Janet Lee discuss how to examine a credit union's ALM trends and identify how those trends compare to peers.

Investment balances decline with consumer lending at a record pace.

By Callahan & Associates | Oct. 13, 2014

A break down of the industry’s financial performance and impact in 2Q 2014.

By Aaron Pugh | Oct. 13, 2014

Veridian Credit Union shares four rules for venture capital investment.

By CUSO Financial Services, L.P. | Oct. 6, 2014

A step-by-step process that will help any investment program — both start up and existing — achieve its growth goals.

With the Fed tapering its buying of assets, it will be interesting to see who comes in to support the market and at what levels. Credit unions will need to remain vigilant when managing the investment portfolio amid a back drop of new regulations and continued lower short term rates.

By CUSO Financial Services, L.P. | July 14, 2014

Tips on how to maintain a strong investment program on an ongoing basis after the dust settles.

By Kevin Heal | March 10, 2014

Credit union investments are shrinking, but they continue to make up a significant portion of the industry’s total assets.

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