Skip to main content
Black calendar icon

October is National Financial Planning Month — Download the Toolkit

Updates on Fixed Income

Topic

Investment Planning

Program ID

325780

Hours

1

Format

Live / Conference Session

Complexity

Intermediate

Description

Attendees viewing this presentation will come away with Corient's current view of fixed income

Learning Objectives

- learn about different portfolio management values - learn about the flagship fixed income model - learn about other income models - learn about SMA strategies