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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:
Thumbnail for AICPA Conference on Credit Unions 2020
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

Speaker Image for Emily Hollis
Founding Partner, CEO, ALM First Financial Advisors
Speaker Image for Jason Haley
Chief Investment Officer, ALM First Financial Advisors

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