It's Time for a Mid-Year Checkup
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It's Time for a Mid-Year Checkup
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Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of a periodic strategic check-up for your institution's investment portfolio. He also shares six key checkpoints to help you evaluate the portfolio's current position.
In this episode:
- Market & Fed update (2:08)
- Update: FASB amendment to allow hedging HTM securities (6:44)
- A Mid-Year Strategic Portfolio Check-Up (10:23)
- Why a periodic check-up matters
- 6 key checkpoints to evaluate
- Free Download: Strategic Portfolio Check-Up Guide (29:52) (DOWNLOAD)
If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
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LinkedIn: Christopher Nelson, CFA
Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.