Articles

Balance Sheet Basics in a Changing Economy

Published in: creditunions.com Top-Level Takeaways Balance sheet management helps credit unions better understand how current and future economic scenarios will affect assets and liabilities.For this year and beyond, credit unions should monitor rates, liquidity, and...

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The Building Blocks of Investment Reporting

Published in: CU Business Timely and accurate management reporting is key to a successful investment management process. There are four reports that are critical to a manager’s success and should be produced periodically: a Portfolio Holdings report, an MDRA or...

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2019: A Year for Core Lending Principles

Published in: CU Business 2018 proved to be an eventful, and profitable, year for most credit unions. Amidst heightened volatility from domestic and international  concerns, credit union performance reached post-crisis highs over the year (Figure 1). Now, in early...

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Key Risks Facing Credit Unions In 2019

Published in: Credit Union Business Credit unions and banks alike posted record profits in 2018, with much of the performance driven by widening net interest margins (NIMs) and tax cuts for banks. While lagging performance and risk metrics remain strong, credit unions...

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“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”).  Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser.  Balance sheet advisory services are offered through ALM First Advisors.  Financial reporting services, loan introduction services, and other special project services are offered through ALM First Analytics.  Neither ALM First nor any of its subsidiaries provide legal, tax, or accounting advice.

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