Regulators are sharpening their focus on institutional investment portfolios and their associated risks. FMS is pleased to partner with the portfolio management experts at ALM First to bring you this timely virtual education series.

Join us as the ALM First team discusses the key components of a thoughtful investment process and how to apply traditional asset management principles within a depository framework. They’ll share why establishing a well-defined investment process is vital for a financial institution’s success, explore the macro factors driving risk in spread portfolios, discuss how diversification is at the core of long-term sustainable fixed-income portfolio performance, and take a deep dive into evaluating spread sectors and the factors to consider in the sub-sector allocation and security selection process.

Don’t miss this virtual education session! Effective fixed-income portfolio management is much more than just buying a bond. Register today and learn how to leverage the strategies used by high-performing fixed-income portfolio managers to benefit your institution while managing risk.

Recorded October 11 - 12, 2023

Earn up to 4 hours of CPE