4 Active Investment Portfolio Management Strategies

 
 

The U.S. credit union loan-to-share ratio fell to 73.1% as of March 31, 2010. The Federal Funds Target Rate has remained at 'exceptionally low levels' since December 2008.  Credit unions’ loan yield (6.13%) nearly triples their investment yield (2.07%) at the end of the first quarter 2010. What can an investment manager do in today’s challenging markets?

In last week’s webinar from Trust for Credit Union’s Fixed Income University, Darren Madden shared 4 ways an active investment manager can add value to a passive benchmark. Watch the clip below to learn more.

Fixed Income University Clip

The Trust for Credit Unions (TCU) is a family of institutional mutual funds offered exclusively to credit unions. Callahan Financial Services is a wholly-owned subsidiary of Callahan & Associate and is the distributor of the TCU mutual funds. Goldman Sachs & Co is the advisor of the TCU mutual funds. To obtain a prospectus which contains detailed fund information including investment policies, risk considerations, charges and expenses, call Callahan Financial Services, Inc. at 800-DIAL-TCU. Please read the prospectus carefully before investing or sending money. Units of the Trust portfolios are not endorsed by, insured by, obligations of, or otherwise supported by the U.S. Government, the NCUSIF, the NCUA or any other governmental agency. An investment in the portfolios involves risk including possible loss of principal.

 

 

 

June 8, 2010


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