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FINANCIAL MARKET COURSES

Bond Strategies – Fundamentals

Before investors begin to build their bond portfolio they must ask themselves what the portfolio objective is and what strategy should be chosen to achieve this objective. One critical assumption when addressing these two key questions is diversification. This tried-and-trusted tactic protects the bond portfolio so that if one bond class is under performing, the rising value of other bond classes compensates for the negative impact. This course examines the fundamental aspects of bond strategies, providing comprehensive analysis and practical examples.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Understand the concept of passive and active bond portfolio management

    Develop the strategies needed to manage a bond portfolio

  • COURSE OUTLINE

    Topic 1: The Investment Management Process

    1.Set the Investment objectives

    2.Formulate the Investment Policy

    3. Establish a Portfolio Strategy

    4. Design the Optimal Portfolio

    5. Measure and Review Performance

    Topic 2: Passive Bond Strategies

    Buy and Hold

    Bond Indexation

    Stratified Sampling (Cell Approach)

    Optimization Technique

    Variance Minimization

    Portfolio Immunization

    Topic 3: Active Bond Strategies

    Forecasting Interest Rates

    Identifying Misprices Bonds

    Yield Spread Strategies

    Shifts in the Yield Curve

    Non-parallel Shifts

    Bullet Strategies

    Barbell Strategies

    Bond Ladders

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    50 Minutes

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