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CU2019
How to Construct a Reliable Investment Framework for 2021 & Beyond
Date
October 21, 2020
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: AICPA Conference on Credit Unions 2020
Maintaining a disciplined approach to portfolio management may be more critical than ever as the current economic environment continues to evolve. A thoughtful investment process should lead to more consistent and predictable earnings from the fixed-income portfolio. This session will discuss the key components of a process that goes well beyond just picking a bond, as well as digging deeper into some of today’s challenges.
Learning Objectives
- Understand an institutional portfolio management framework
- Define investment philosophy and strategy
- Identify components of a thorough investment process
Speakers
Emily Hollis, CFA
Founding Partner, CEO, ALM First Financial Advisors
Chief Investment Officer, ALM First Financial Advisors
General
Session Categories
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