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