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New York Institute of Finance

Fixed Income Portfolio Management

Apr 6, 2020
New York, New York, United States
USD 815
USD 815 per day
Apr 6, 2020
Online
USD 815
Sep 21, 2020
New York, New York, United States
USD 815
USD 815 per day
+2 more options

How it works

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Description

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

Who should attend

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

Next dates

Apr 6, 2020
New York, New York, United States
USD 815
USD 815 per day
Apr 6, 2020
Online
USD 815
Sep 21, 2020
New York, New York, United States
USD 815
USD 815 per day
+2 more options

How it works

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