2007 Credit Union Retail Investment
Services Benchmark Study

Callahan & Associates and Snyder Consulting Solutions (SCS) have just released the 2007 Credit Union Retail Investment Services Benchmark Study, the first investment program performance tool targeted to credit unions. This program provides credit unions with data to monitor, track and measure the overall productivity and performance of their retail investment services program.

Regardless of a credit union's size or investment program structure, such as an outsourced managed program or an internalized dual-employee program, it has become increasingly important for credit unions to ensure they are effectively serving their members. By recognizing strengths and weaknesses, credit unions will be able to establish specific goals to improve their retail investment services program.

 

The report includes the following:

• Part I: A global view of the retail investment services channel based on data provided by all of the participating broker-dealers including:
  

  Number of Representatives Serving Members Value and Number of Investment Accounts Aggregate Gross Dealer Concessions

  
  
• Part II: A comprehensive view of the individual credit unions that have provided information on their program's financial models including data on:
  

  Program Structure Staffing Revenue Expense Allocations

  
  
• Part III: Customized scorecard for participants- if you participated in the 2007 Retail Investment Services Program please contact Lydia Cole at 800-446-7453 Ext.161.

Download the Table of Contents

• Benchmarking Study Overview
  Benchmarking Study Background and Methodology
• Section I: Credit Union Market Overview
  Institutional Metrics
  Market Metrics
  Section II: Credit Union Program Performance
  Overview
• Primary Benchmarks
• Profile to Participating CUs
• Case Study of Selected Data
• Revenue by Product Type
• Section III: Customized Scorecard and Written Assessment
  (for participating credit unions only)
• Appendix A: Program Expense Models
  Broker-dealer Programs A-1
  Dual Employee Programs (Program Payout Ratios)
  Dual Employee Programs (GDC Ratios)
  Managed Programs Benchmark (Program Payout Ratios)
  Managed Programs Benchmark (GDC Ratios)
• Appendix B: Benchmark Study Participants
  

The survey includes dozens of financial metrics, including:

For questions on the report, please contact Lydia Cole at Callahan & Associates (800-446-7453).