TRUST to host 6th installment of Complimentary Fundamentals of Fixed Income webinar series

WASHINGTON, DC (July 8, 2014) — TRUST, the oldest and largest mutual fund family created for and by credit unions, will host the sixth webinar in its Fundamentals of Fixed Income series on July 15th, 2014 at 1:00pm Eastern. Special guest Jeff Greenert, Senior Portfolio Manager at VyStar Credit Union, will host the session entitled: What if the Fed Acts Sooner? Portfolio Management & Volatility.

Greenert will discuss key portfolio management issues, including the potential impact on credit union investment portfolios if volatility spikes again and whether credit unions are using a single volatility number or a market driven curve surface in their ongoing portfolio analysis.

This more advanced webinar follows Investing in Mortgage-Backed Securities, which was discussed in part five of TRUST’s educational series. Credit union professionals who attend will learn more about analyzing their investment portfolio and discuss what steps can be taken now to ensure that an institution’s risk exposure is being accurately measured.

These complimentary, 30-minute educational sessions are a resource for industry professionals of all levels. “The goal with each of these sessions is to help provide credit unions with the information and tools they need to effectively manage their investment portfolios,” said Jay Johnson, President of TRUST and EVP of Callahan & Associates. Interested credit unions can register for the July 15th session and view archived versions of the first five Fundamentals of Fixed Income Sessions, which covered topics like: What is a Bond; The Importance of the Yield Curve; Investing in Callables and Mortgage-Backed Securities, online at or by contacting us at

TRUST helps credit unions succeed in serving their members by providing a professionally managed family of mutual funds — exclusive to credit unions — as well as the information and analysis they need to support investment decisions. Created by some of the leading credit unions with oversight by a board of trustees, TRUST’s mutual fund options keep credit unions always invested, are professionally managed, and are based on the cooperative values of credit unions.

More information about TRUST’s three portfolios can be found at

The Trust for Credit Unions (TCU) is a family of institutional mutual funds offered exclusively to credit unions. Callahan Financial Services is a wholly owned subsidiary of Callahan & Associates and is the distributor of the TCU mutual funds. Goldman Sachs Asset Management. L.P. is the investment adviser of the TCU mutual funds. To obtain a prospectus that contains detailed fund information including investment policies, risk considerations, charges and expenses, call Callahan Financial Services, Inc. at 800-CFS-5678. Please read the prospectus carefully.

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