Financial Performance

Institutional Investments

By William Hunt | April 16, 2020

Prioritizing liquidity to navigate the uncertain economic climate, institutions allocated a higher percentage of investments toward shorter-term products in 2019.

By William Hunt | Dec. 30, 2019

Credit unions continue to prioritize short-term liquidity, apparent in the movement's investment portfolio.

China trade, interest rate concerns make profitable risk management more critical.

 

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By ALM First Financial Advisors | Oct. 4, 2019

The global economy provided a colorful backdrop for credit union financial executives, board members, and leaders planning for the coming year.

By Callahan & Associates, Inc. | Sept. 10, 2019

Join Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development at Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on second quarter 2019 performance data for all U.S

A disciplined strategy and long-term focus provides consistency independent of fluctuating interest rates.

By Sam Taft | June 3, 2019

Stronger than expected seasonal first quarter inflows contributed to the largest quarterly jump since 2009. The average yield on investments also hit a 10-year high.

By Samantha Cristobal | May 27, 2019

Cash and investments at credit unions was down at year-end 2018 as credit unions reallocated funds to fulfill loan demand.

Having the right strategy in place makes investment decisions fairly independent of interest rate rises and falls.

By Maya Neuman | Jan. 2, 2019

Cash and investment balances at credit unions fell 5.4% year-over-year, however, investment yields reached the highest third quarter level since September 2010.