How to Construct a Reliable Investment Framework

Managing a fixed-income portfolio is more than just picking a bond. Professional portfolio managers must rely on a thorough investment process that lays the foundation for generating superior risk-adjusted returns over a long-time horizon. This webinar will discuss the key components of a thoughtful investment process and decision-making framework.

 

Learning Objectives:

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

*CPE Credit is available

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Jason Haley

Jason Haley

Chief Investment Officer

Jason Haley is ALM First’s Chief Investment Officer, joining the firm in 2008. He heads ALM First’s Investment Management Group (IMG) and is portfolio manager for the Trust for Credit Unions mutual funds. Jason and his team are responsible for leading the investment process and investment theme development for the firm. Jason also oversees all capital markets activities, including portfolio management, trading, market research & commentary, and execution of hedging and funding strategies for the firm’s depository clients.

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