CUNA Mutual Group said it is expanding its series of investment Webinars for credit unions in response to requests for additional investment education. The Webinar topics and dates are:
* Investment Risk Return Profile (April 6 and Oct. 5). Participants will define their unique risk/return profile or determine what it should be. The session will focus on portfolio-level risks, including information needed to write investment policies that align with the credit union's lending practices and deposit base. Benchmarking and its benefits for portfolio managers will also be covered.
* Investment Risk Measurement Fundamentals (April 13 and Oct. 12). The second Webinar defines the types of risk that credit unions must measure and manage, with particular emphasis on interest rate risk and liquidity risk. Other topics include fundamental measures of risk/return for individual securities and regulatory mandates that determine permissible investments for credit unions.
* Buying the Right Investment (April 20 and Oct. 19). Participants will get a macro view of the investment process and descriptions of fixed-income sectors and the features and structure of each type of security.
* Portfolio Strategies (April 27 and Oct. 26). The closing session connects information from the first three. Instructors will cover the risks/rewards of various active management strategies, including interest rate anticipation, curve strategies, sector rotation and security selection.
April Webinars begin at 10 a.m. CST, while October sessions begin at 1 p.m. CST. Cost for each 90-minute Webinar is $149 per session, per connection. Participants may mix and match classes. For info: visit www.cunamutual.com and click on Learning Opportunities, then CU Financial Education, or call 800-937-2644, ext. 7890.
