Using Bonds In Private Client Portfolios - ZISHI

Using Bonds In Private Client Portfolios

By attending this course you will develop a better understanding of the fixed income markets, how to measure and manage risk and use this information to implement portfolio management strategies.

CPD:

3 CPD Hours

using-bonds-in-private-client-portfolios

Price per person (Ex. VAT): Provided on request

COURSE OVERVIEW

Course Overview

After over 3 decades of shrinking bond yields, could the bull run for bonds be finally coming to an end? Find out why bonds have played an important role in private client portfolios and how portfolios should be positioned to counteract a rise in yields in the future.

Agenda

  • The main bond characteristics and the difference between clean and dirty prices and their relationship to yield
  • The different types of yield curve and why they are used
  • Interest rate risk management measures including duration, BPV and convexity
  • Various fixed income investment and portfolio management strategies

 

The Course Agenda

  • Overview of bonds and their characteristics
  • Advantages and disadvantages of bonds
  • Diversification and why to include fixed income in private client portfolios

 

Yield Curves

  • Yield to maturity
  • Normal, flat and inverted curves
  • Price-yield relationship

 

Measuring Interest Rate Risk

  • Duration
  • Modified duration
  • Basis point value
  • Convexity

 

Fixed Income Investment Strategies

  • Preserving principal and maximising income
  • Saving for future goals
  • Asset allocation
  • Total return

 

Bond Portfolio Management

  • Passive portfolio management
  • Active portfolio management
  • Interest rate anticipation
  • Yield curve positioning
  • Barbells and bullets
  • Ladders
  • Riding the yield curve
  • Bond swaps
  • Spread trades
  • Structured bets
  • Matched funding
  • Portfolio dedication
  • Immunisation

If you have any questions about this course, please feel free to get in touch via email on info@thezishi.com or by calling 01908 395243.

By attending this course you will develop a better understanding of the fixed income markets, how to measure and manage risk and use this information to implement portfolio management strategies.

CPD:

3 CPD Hours

using-bonds-in-private-client-portfolios

Price per person (Ex. VAT): Provided on request

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