Loading Events

Managing Risk at the Portfolio Level

  • This event has passed.

July 25 @ 10:30 am - 11:30 am CDT

When thinking about balance sheet strategy, it’s important to strategize the duration targeting/risk management component of portfolio management. This session focuses on the diversification benefits that can be achieved by careful risk analysis at the security and portfolio level.

Learning Objectives:

  • Define risk & diversification
  • Understand types of risk
  • Develop and set investment goals

If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected]



July 25
10:30 am - 11:30 am
Event Category:
Event Tags:
ALM First Financial InstituteMarch 22-25, 2020

Looking for ALM training, continued education or industry updates and trends in the current markets? With three learning tracks, the ALM First Financial Institute is a must-attend event for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, Financial Analysts, Accountants, ALCO and Board Members.

Register Now