Managing a Fixed-Income Portfolio


Managing a fixed-income bond portfolio is more than just picking a bond. Portfolio managers should rely on a thorough investment process that lays the foundation for generating superior risk-adjusted returns over a long-time horizon. This WiBinar will discuss the key components that make up a thoughtful investment process and decision-making framework.

To request playback, email Montana Townsend at


Learning Objectives:

  • Learn how to manage a portfolio in a risk management framework 
  • Discuss how to develop an investment philosophy and strategy
  • Use a top-down approach to manage an investment portfolio


Robert Perry
Principal, ALM & Investment Strategy
ALM First Financial Advisors

Jason Haley
Managing Director, Investment Strategy Group
ALM First Financial Advisors

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar:

This WiBinar is ideal for:

Portfolio Manager, Investment Officer, Investment Analysts, Risk Manager