Managing Risk at the Portfolio Level

When thinking about balance sheet strategy, it’s important to strategize the duration targeting/risk management component of portfolio management. This session focuses on the diversification benefits that can be achieved by careful risk analysis at the security...

Building Blocks of Investment Reporting & Portfolio Management

The quantity of data and corresponding reports you receive is overwhelming, yet it is required that management properly utilize these data when leading the institution. It is important that you can understand and explain the investment reports you receive, as well as...