Flying Your Portfolio: Warnings And Rules of Engagement

Managing investment portfolios in the current environment isn’t the same as a few years ago. Walk away with a deeper understanding of all aspects of the portfolio to help pull through today’s economy.

 
 

With the Fed's announcement to keep interest rates low through 2015 -- coupled with record liquidity in the credit union system -- it would be an understatement to say this is a challenging investment environment.  Recent call report data shows a substantial amount of the investments – 46% – in securities less than one year.  Finding options that fit into this bucket and provide adequate returns is the task at hand for many institutions.


To help you meet this objective, Callahan Financial Services and Bob Buyers, Manager of Treasury Investments from Patelco ($3.7B with an investment portfolio of nearly $1.3B), share how to make the best of the current investment environment. 

Topics covered include:

  • Portfolio Purposes
  • Risk Parameters
  • Asset Allocation/Strategy
  • Selecting Securities
  • Boker/Dealer Management

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Oct. 9, 2012


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2Q 2012 CFO

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