How Do Credit Unions Compete in the Mutual Fund Market?

Since 1990 the total assets of all mutual funds have grown over five fold to a total of $5.0 trillion. Many credit union members use mutual funds as part of their savings or through 401K plans. But few credit unions have been able to develop programs that serve either a significant percentage of these members or their assets. If credit unions aspire to follow their members into non-insured financial services, finding a strategy to compete in the mutual fund business is critical.

 
 
 

 

 

April 1, 1999


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