This is an exciting overview and update from two top investment firms.
Join Robert from ALM First to learn:
Managing a fixed-income portfolio is more than just picking a bond. Professional portfolio managers must rely on a thorough investment process that lays the foundation for generating superior risk-adjusted returns over a long time horizon. This webinar will discuss the key components of a thoughtful investment process and decision making framework. Establishing a well-defined investment process is vital for a financial institution’s success, especially in fast-changing markets and regulatory environments.
Understand an institutional portfolio management framework
Define investment philosophy and strategy
Identify components of a thorough investment process
Join Brian from FMSI to learn:
Credit unions have a wide range of investment needs and an expanding universe of increasingly complex investment options. Within the context of regulations and policies, we’ll discuss the role of investments on credit union balance sheets and their ability to support service to the membership. There will also be a discussion of the roles that credit union officials play in the investing process.
Review investment options available to credit unions
Understand the evolution of credit union investment strategies
Discuss how investments “fit” onto credit unions’ balance sheets
We apologize, but there are no seats left in the live event.
We will be recording this session and it will be posted to the
on the website and the
after the event.
* First Name
* Last Name
* Credit Union
* This session is member-only. Of which CUNA Council are you a member?
Session To Attend
No seats available for additional attendees.
Do you have any questions you would like presented to the speakers ahead of time?
Please enter the names of any additional attendees
Thank you for registering for
An Investments Update
You will receive an email shortly to confirm your registration.
Save this access information for your records. A reminder will be sent the day before the session, and this will be recorded if you cannot attend live.
Use your speakers or dial 866-244-8528 passcode: 344748