2020-2021 Credit Union Investment Services Survey

2020-2021 Credit Union Investment Services Survey (May 2021)

  • Focused on credit unions that offer investment services
  • Key trends and performance benchmarks
  • Covers calendar year 2020
  • 114 participants

Available Reports:

The Study is a report in presentation format that identifies the most important trends in the data.

  • The Annual Credit Union Investment Services Study is considered a go-to resource for information on the most important trends impacting the delivery of investment services through credit unions.
  • The findings contained in the Annual Credit Union Investment Services Study frequently achieve you-heard-it-here-first status – these are the issues your business will be grappling with in the coming year.
  • Covers year-over-year changes in business mix, production, and profitability; revenue penetration; advisor coverage; advisor productivity; and acquisition of new assets.


The Dashboard (coming summer 2021) is a matrix of 50 different performance metrics tracked in the survey.

  • The Dashboard is used by program managers and executive management in the credit union to assess the strengths and weaknesses of the business, and to identify strategies for growth.
  • We hear from many of the credit unions that purchase the Dashboard every year that it has become one of the most important tools they use during planning season.
  • The Dashboard is such a powerful tool that it often forms the foundation of the full-service consulting we have performed for dozens of credit union investment programs.


Financial Institutions
Product & Service Providers
2020-2021 Credit Union Study $250 $500
2020-2021 Credit Union Dashboard (coming summer 2021) $500 $1,000
Study and Dashboard Package (coming summer 2021) $625 $1,250


View the List of Participants

View the List of Metrics


Questions? Contact Tim Kehrer: tim.kehrer@kehrerbielan.com

2020-2021 Credit Union Investment Services Study