The course starts off by examining the first steps in portfolio management: Investment objectives, determining risk tolerance and selecting a benchmark. Based on the portfolio objectives, how does the current economic environment impact the portfolio? Fixed income sectors are examined in the overall context of asset allocation. Strategies such as barbells and bullets are explained. Core fixed income as a strategy will be analyzed. The course concludes with evaluation of portfolio performance.
Course Objectives
By the end of the course, participants will be able to:
- Discuss different investment objectives
- Analyze current economic environment and integrate with investment policy statements
- Apply asset allocation in the context of specific investment policy statements
- Evaluate portfolio performance
Suggested Prerequisites:
- Fundamentals of the Capital Markets / Securities Industry
- Fixed Income or equivalent knowledge
Program Level:Intermediate
Advance Preparation: None
Computers and Financial Calculators: Calculators
Recommended CPE Credits: 7