Description
Tap into PIMCO’s framework for building fixed income allocations focused on what lies ahead. This discussion shares how PIMCO builds fixed income portfolios while exploring tools & resources available to advisors to bring the same approach to constructing client portfolios. Topics include PIMCO's proprietary risk-factor approach, stress testing, optimizing allocations with CMAs & manager selection considerations.
Learning Objectives
-steps for building fixed income portfolios
-how to use CMAs to drive better behavior and look past returns
-utilizing partnerships and client solutions