Managing a fixed-income portfolio for your financial institution is much more than just picking a bond. Professional portfolio managers must rely on a thorough investment process that lays the foundation for generating superior risk-adjusted returns over a long-time horizon. The current environment makes this even more critical as depositories search for the best ways to deploy excess liquidity as loan growth has slowed and deposits have increased. This session will discuss the key components of a thoughtful investment process and decision-making framework to help ensure that your institution’s portfolio is diversified and positioned for long-term success.

Jason Haley, Chief Investment Officer - ALM First

Recorded June 14, 2021

Disclaimer: This product is offered at a discounted rate because the recorded link will no longer work as of January 1, 2023, and will need to be viewed prior to this date.

You will receive a link to the recorded session and the presentation within 24-48 hours.