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Portfolio Structuring for a Successful Institution

Portfolio Structuring for a Successful Institution

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May 23, 2019 @ 10:30 am - 11:30 am CDT

A thoughtful and disciplined investment process should lead to more consistent and predictable earnings from the fixed-income portfolio. In this session we use real life examples to show how the portfolio management process works and review performance results.

Learning Objectives:

  • Recognize the role of a successful portfolio for your balance sheet
  • Understand the appropriate approach to its structuring
  • Review the advantages of a well-modeled portfolio

If you have any questions, please contact Madi Wright at 214.451-2399 or mwright@almfirst.com.



May 23, 2019
10:30 am - 11:30 am
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