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New eSchool offers five-step approach to investments

MADISON, WI (May 15, 2015) – Credit union financial professionals will learn the basics of investing during the CUNA Fundamentals of Investment Management eSchool this summer.

Over the course of ten weeks, participants will develop a sound investment policy using a five-step approach to portfolio management. Each 90-minute session, taught by industry experts such as Brian Hague of the Rochdale Group, discusses an important investment aspects, allowing attendees to develop a working understanding of the entire investment process.

2015 session schedule:

  • Fundamentals of Return Measurement: July 13
  • Fundamentals of Risk Measurement: July 20
  • Introduction to the Portfolio Management Process; Investment objectives/Policy: July 27
  • Fundamentals of Economic Analysis & Investment Strategy:August 3
  • Security Selection – Overnight Funds & Bullets: August 10
  • Security Selection – Callables & Structured Notes: August 17
  • Security Selection – Fixed-rate Mortgage-backed Securities: August 24
  • Security Selection – Collateralized Mortgage Obligations: August 31
  • Monitoring and Rebalancing the Portfolio & Operational Considerations: September 8
  • The Portfolio in the Context of Balance Sheet & Enterprise Risk (Including the Role of the Board): September 14

After completing CUNA Fundamentals of Investment Management eSchool, participants are encouraged to travel to Phoenix for the new CUNA Investment Certification School: Advanced Investment Strategies, October 21-23, 2015. At the school, attendees will further their investment expertise and earn their Credit Union Investment Expert (CUIE) designations.

Learn more and register for CUNA Fundamentals of Investment Management eSchool at cuna.org/investmentseschool/.

About CUNA

With its network of affiliated state credit union leagues, Credit Union National Association (CUNA) serves America’s credit unions, which are owned by more than 100 million consumer members. Credit unions are not-for-profit cooperatives providing affordable financial services to people from all walks of life. For more information about CUNA, visit www.cuna.org or follow @CUNA on Twitter. For more information about credit unions, visit www.aSmarterChoice.org and follow @asmarterchoice on Twitter. Visit the CUNA Press Room for a full listing of media mentions, press releases and resources to stay informed on current events within the credit union industry.

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