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 mtownsend@westernbankers.com
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
Speaker
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