Portfolio Structuring for a Successful Institution
Webinar Date: May 23, 2019

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.


  • 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

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