The fixed-income market is one of the fast-growing segments of the global financial marketplace. This training seeks to address the primary elements of managing fixed-income portfolios and discuss the various types of portfolio management strategies. The course will also introduce participants to the use of derivatives for fixed income asset management.

At the end of the training, participants will have an understanding of:

1. Fixed income basics, the yield curve, and bond price volatility
2. Fixed income strategies
3. How to choose a benchmark for indexing
4. The types of risks in fixed income portfolios and how to manage the risks using derivatives
5. The credit rating criteria for bonds

Who Should Attend?

• Investment Managers
• Portfolio Managers
• Bonds/Quantitative Analysts
• Bond Sales Executives
• Pension Fund Administrators
• Financial Planners
• Risk Managers

Course Details

Duration: 3 days

Course Modelⓘ: Full Virtual

Available training dates:

• 10 – 12 August 2022 (Register)

Course Content

• Module 1: Framework for fixed income portfolio management
• Module 2: Classification of strategies
• Module 3: Reasons for bond indexing
• Module 4: General considerations in benchmark bond index selection
• Module 5: Primary risk factors
• Module 6: Enhanced indexing strategies
• Module 7: Active strategies activities
• Module 8: Analyzing the impact of trade
• Module 9: Managing funds against liabilities
• Module 10: Other fixed income strategies

For enquiries and registration, kindly send an email to academy@pearlmutual.com