Note: You are experiencing problems viewing our site due to compatability issues with your browser. Although you are not seeing the intended design, you should still have access to the site content. For full viewing capability, our System Requirements page will provide you with information and links to several browser options.

Morgan Keegan logo

•   home » client services » credit unions   •

Credit Unions

At Morgan Keegan, we recognize that as a credit union, your main goal is to meet the needs of your members. Our Credit Union Investment Group (CUIG) is in the unique position to write reports and present market strategies as they relate to specific regulations and product offerings applicable to credit unions, helping you to achieve that goal. CUIG also keeps you abreast of regulatory changes and how they impact your portfolio – providing reporting services to keep you in compliance.

» Learn more   

eFolio

In 1999, Morgan Keegan launched eFolio®, the first truly interactive proprietary online portfolio management system for institutions. Interact with your portfolio online, run what-if scenarios, shock your portfolio using interest rate assumptions and more. Institutional clients can access eFolio at any time from any computer – giving you constant access to your portfolio and Morgan Keegan’s inventory and research.

  • View Inventories
  • View Cashflows
  • Shock Portfolios
  • Simulate Trades
  • Run What-if Scenarios
  • Create Customized Reports
Contact Us