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Bond Performance Analysis - Part One

  • 1 hour
  • 25 US dollars
  • Location 1

Service Description

Bonds are considered a complicated asset class – especially when it comes to analyzing a bond portfolio’s performance relative to a benchmark. Unfortunately, this important topic is not taught in any of the traditional training programs for financial advisors, whether academic or professional. Making matters worse, there are several approaches to this topic, some of which are unnecessarily complicated. The solution? These two sessions will prepare you to review bond funds and other bond portfolios in terms of their individual returns as well as their performance relative to a benchmark. Our approach is a straightforward and practical method that is based on the decision process of the bond manager, rather than on abstract market factors. As a result, your analysis will be relevant and robust, and you will be able to understand the performance drivers, while being able to explain this to your clients.


Contact Details

  • 860-214-7504

    stevecampisicfa@comcast.net

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