Financial Performance

Retail Investments

By Aaron Pugh | March 21, 2011

Achieving success on and off the balance sheet is possible but requires strategic positioning.

By Lydia Cole | Feb. 21, 2011

Determining the performance of retail investment programs enables credit unions to improve value to members and the bottom line.

By Callahan & Associates | Oct. 1, 2010

Benchmarking is a valuable method for identifying areas of improvement in any retail investments program.


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By Callahan & Associates | Oct. 1, 2010

The 2010 Retail Investment Services Study provides industry-specific performance data and benchmarking tools that address the needs of credit unions.

By Callahan & Associates | Oct. 1, 2010

Credit unions must arm themselves ahead of time in order to protect their book of business.

By Chip Filson | April 1, 1999

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.

By Callahan & Associates | July 1, 1998

In times when it becomes more difficult for credit unions to fully lend their available funds, investments become an increasingly larger part of earning assets. The time and skill requirements needed to properly manage this portion of the balance sheet are considerable. Investment managers are specialists in managing portfolios and have immediate access to market information and analysis that are unavailable to most credit unions. Credit union personnel, on the other hand, are generally much more capable of managing the risks of lending to members than they are of managing the vagaries of the bond market.