Your Guide to Executive Learning

Your Guide to Executive Learning

Your Guide to Executive Learning

Your Guide to Executive Learning

Fixed Income Portfolio Management

New York Institute of Finance

How long?

  • 1 day
  • in person, online

What are the topics?

New York Institute of Finance

Apply
Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Who should attend

  • Portfolio managers and support personnel
  • wealth managers and financial advisors.

About the course

Learn how to construct and manage fixed income portfolios using the latest tools and techniques.

This course is a component of the Portfolio Management Professional Certificate.

Prerequisite knowledge:

  • Intermediate MS Excel skills
  • Basic probablility and statistics
  • Familiarity with fixed income instruments and concepts (e.g. forward rates, duration, convexity, etc.)

*CURRICULUM *

Day 1

MODULE 1: REVIEW OF FIXED INCOME CONCEPTS

  • Fixed income arithmetic
  • Fixed income instruments
  • Term structures of rates and yields
  • How are bonds traded?
  • Fixed income risk: Duration and Convexity
  • Corporate bonds: Credit risk

MODULE 2: PASSIVE FIXED INCOME PORTFOLIO MANAGEMENT

  • Fixed income indexes
  • Index funds and replication techniques
  • Tracking error minimization
  • Cash flow matching Immunization techniques

MODULE 3: ACTIVE FIXED INCOME PORTFOLIO MANAGEMENT

  • Rate prediction strategies
  • Yield curve strategies
  • Interest rate scenario analysis
  • Credit strategies
  • Tactical allocation strategies
  • Relative value stategies

WHAT YOU'LL LEARN

  • Understand active and passive fixed income portfolio management strategies
  • Understand the dynamic nature of the yield curve and its implications for portfolio management
  • Correctly implement a variety of yield curve strategies
  • Manage risks in a fixed income portfolio

Fixed Income Portfolio Management at New York Institute of Finance

From  $917

Something went wrong. We're trying to fix this error.

Thank you for your application

We will contact the provider to ensure that seats are available and, if there is an admissions process, that you satisfy any requirements or prerequisites.

We may ask you for additional information.

To finalize your enrollment we will be in touch shortly.

Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.