Displaying 1 - 10 of 19 results.
August 20, 2025
The various market risk factors impacting portfolio performance are not static. As such managers must continuously evaluate opportunities to rebalance portfolios to maximize expected risk-adjusted returns given portfolio objectives and…
View Article →May 22, 2024
As funding and margin pressures continue to weigh on financial institutions, many are revisiting the make-up of their balance sheets to determine what their optimal asset allocation may look like.…
View Article →August 3, 2023
In the world of professional investment portfolio management, it is rare to be surprised by actual portfolio performance when returns are posted. Investment managers should always have a good idea…
View Article →December 15, 2022 | Ask ALM
Total investments in pre-funded employee benefits programs have increased drastically as credit unions continue to navigate challenges in attracting and retaining talent amid rising benefits costs and tight labor market…
View Article →February 2, 2022 | Ask ALM
On October 21, 2021, the National Credit Union Administration (NCUA) Board approved the Final Rule that officially adds the Sensitivity to Market Risk or “S” component to the CAMEL rating…
View Article →October 27, 2021 | Ask ALM
As credit unions continue to navigate challenges in hiring, talent retention, and demands for greater workplace flexibility, paying for rising benefits expenses is a common challenge. Financial institutions are focused…
View Article →February 24, 2021 | Ask ALM
The past year has challenged many credit unions with ongoing margin pressure and lost interest income, pushing executive teams and boards to seek out additional income sources. To provide relief…
View Article →January 29, 2021 | Ask ALM
Fixed income investment managers are facing tighter asset spreads, making excess returns potentially elusive in 2021 as prepayment models struggle to estimate mortgage prepayments and reinvestment needs from new money…
View Article →November 20, 2020 | Ask ALM
Investment yield has become top of mind for many financial institutions and their investment managers lately due to the challenges of excess liquidity, net interest margin compression and a low-rate…
View Article →May 22, 2020 | Ask ALM
Depositories that have a history of investing in passive Treasury and bullet ladders are seeing reinvestment risk pose a real challenge with rates at extreme lows. As shown in the…
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