Each year Kehrer Bielan Research & Consulting surveys investment services in credit unions to benchmark key metrics, chart important trends, and illuminate best practices.
Findings from the 2016-2017 Credit Union Investment Services Survey are now available. For this year’s survey, Kehrer Bielan obtained detailed data for 64 credit unions on the revenue, expenses, asset accumulation, advisor performance, and management of their investment services businesses.
The Credit Union Investment Services Dashboard provides a highly detailed overview of the investment services businesses in the 64 credit unions that participated in the survey. The dashboard describes the range of experience across 48 key metrics, and identifies best practices in penetration of the institution’s opportunity, profitability and efficiency ratios, advisor productivity, asset growth, asset and product composition, and key management and expense metrics.