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Investment Fundamentals Series

SSI LogoThis four-part series provides a strong base of knowledge about various sectors credit unions invest in as well as portfolio analytics and common portfolio strategies.

Session titles include (click session link descriptions, handouts and a recording of the event):

  1. Fixed Income Investment Fundamentals (presented February 18, 2016)
  2. Analyzing Mortgage-Backed Securities & Collateralized Mortgage Obligations (presented February 25, 2016)
  3. Munis, Bank Notes, SBAs & Loan Participations (presented March 3, 2016)
  4. Investment Strategy & Portfolio Analytics (presented March 17, 2016)

For questions regarding handouts, recordings or contents, please contact Sandi Altman at communications@catalystcorp.org.



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