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Fixed Income Portfolio Management

New York Institute of Finance

How long?

  • 1 day
  • in person

What are the topics?

New York Institute of Finance

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Who should attend

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

Prerequisite knowledge:

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

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  $1,019

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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.

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