Preparing Your Investment Portfolio for 2021

Webinar Date: October 29, 2020

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

 

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