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Preparing Your Investment Portfolio for 2021

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October 29, 2020 @ 10:30 am - 11:30 am CDT

Preparing Your Investment Portfolio for 2021: How to Evaluate Performance & Diversification

As financial institutions continue to see cash coming in from all directions due to net deposit growth, pre-payments and loan run-off, now is the time to ensure your depository has a disciplined approach to put that cash to work effectively. Join us to discuss best practices for establishing an investment philosophy, evaluating risks relative to your full balance sheet, and knowing when to rebalance.

Learning Objectives Include:

  • Understanding total return
  • Using covariance analysis to determine what assets to include in the portfolio
  • Determining risk targeting within an ALM framework

*CPE Credit is available

If you have any questions, please contact Jacob Catalano at (214) 987-9233 or jcatalano@almfirst.com.



October 29, 2020
10:30 am - 11:30 am
Event Category: