This module is a guide to the portfolio management process for credit union managers. The focus is on management of investments, not as individual securities but as a cohesive portfolio designed to meet the credit union's objectives within the broader context of the entire balance sheet. Discover the tools credit union managers need to help manage the credit union's investment portfolio.
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Topics include:
• Risk and Return Concepts
• Measures of Risk and Return
• The Yield Curve
• Setting Investment Objectives and Policies
• Asset Allocation
• Security Selection
• Investment Types
• Portfolio Monitoring and Rebalancing
• Portfolio Management Strategies
• Investment Operations and Accounting
This course is a recommended course in the following learning plans:
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