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Developing Investment Expertise for Credit Unions
by Ronan Smith, Frank O’Brien, Brian O’Loughlin and Aidan Clifford
Guidance for credit union boards and managers on investment

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Investment Cost
by Ronan Smith
This article considers the many costs that arise for all types of investor when investing, how they can be surprisingly high, and argues that the right time to take account of them is when the investment strategy is being formulated.

View full article Investment Cost (PDF).

The Wrong Side of the Trackers
by Ronan Smith
Tracker bonds offer upside potential and guaranteed return of capital. It sounds attractive and it can be; but in this article the author shows that the expected returnĀ from a typical tracker must be less than a wholesale fixed interest rate. For many investors, therefore, it is not wise to use trackers as a permanent feature of their investment policy.

View full article The Wrong Side of the Trackers (PDF)

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