• Course
    Using Bonds In Private Client Portfolios (1912UBPCP)
  • Dates
  • Venue
    City Of London
  • Course Fees (excl. VAT)
    Multiple Booking £355.50
    Single Booking £395.00
  • CPD Credits
    3

Total Price: £355.50

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Get this course in-house
Or call 0203 178 4230
or email info@fstp.co.uk today.

 

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.

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.

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

Introduction to Fixed Income

  • 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
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Meet The Tutor

Jo Kirby
Jo Kirby
Senior Associate
[Read about...]

Who is this course for?

It’s perfect for anyone who works in:

  • Investment Management
  • Sales
  • Marketing
  • T&C

 

'This training helped me understand better how to approach vulnerability and will be useful to design training courses internally.'

Head of Personal Loans
Finance and Leasing Firm

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We know you’re busy, so we’re careful not to waste a minute of your time. Our training courses are fast paced, insightful and filled with valuable information.

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Sessions are practical workshops not PowerPoint lectures. All courses are limited to no more than 14 attendees, so we’re able to explain concepts in the context of your business.

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