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Managing Risk at the Portfolio Level

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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
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