CU2019. How to Construct a Reliable Investment Framework for 2021 & Beyond

Maintaining a disciplined approach to portfolio management may be more critical than ever as the current economic environment continues to evolve. A thoughtful investment process should lead to more consistent and predictable earnings from the fixed-income portfolio. This session will discuss the key components of a process that goes well beyond just picking a bond, as well as digging deeper into some of today’s challenges.

Learning Objectives:

• Understand an institutional portfolio management framework
• Define investment philosophy and strategy
• Identify components of a thorough investment process