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Jack Farmer
and
Chris Thomas
Fixed Income Portfolio Management is a comprehensive survey of the key drivers and features of managing a portfolio of fixed income assets. This thorough and interactive course offers students like you, a detailed grounding in the full range of fixed income product categories and portfolio management techniques. You will leave this online class with a clear understanding of key products and investment management strategies used by portfolio managers, enhancing the opportunity for success in this increasingly complex area.
Read more
Fixed Income Portfolio Management is a comprehensive survey of the key drivers and features of managing a portfolio of fixed income assets. This thorough and interactive course offers students like you, a detailed grounding in the full range of fixed income product categories and portfolio management techniques. You will leave this online class with a clear understanding of key products and investment management strategies used by portfolio managers, enhancing the opportunity for success in this increasingly complex area.
Read more
Fixed Income Portfolio Management is a comprehensive survey of the key drivers and features of managing a portfolio of fixed income assets. This thorough and interactive course offers students like you, a detailed grounding in the full range of fixed income product categories and portfolio management techniques. You will leave this online class with a clear understanding of key products and investment management strategies used by portfolio managers, enhancing the opportunity for success in this increasingly complex area.
T his course is part 1 of the New York Institute of Finance’s Portfolio Management Professional Certificate program.Free Preview! Access Module 1 for free. For full course access, upgrade to a verified certificate.
Register for this course and see more details by visiting:
OpenCourser.com/course/dckath/fixed
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What's inside
Learning objectives
- Review of fixed income concepts
- Passive fixed income portfolio management
- Active fixed income portfolio management
- Review of fixed income concepts
- Passive fixed income portfolio management
- Active fixed income portfolio management
Syllabus
● Mod 1: Review of Fixed Income Concepts
● Mod 2: Passive Fixed Income Portfolio Management
● Mod 3: Active Fixed Income Portfolio Management
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Examines fixed income concepts, building the foundation for further learning
Taught by professionals with many years of experience
Offers a structured approach to Fixed Income Portfolio Management
Save this course
Save Fixed Income Portfolio Management to your list so you can find it easily later:
Save
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Fixed Income Portfolio Management with these
activities:
Read "Fixed Income Securities: Valuation and Risk Management"
Show steps
This book provides a comprehensive overview of fixed income markets and is highly recommended for students seeking a deeper understanding of the topic.
View
Investment Analysis & Portfolio Management
on Amazon
Show steps
-
Read Chapters 1-3 to establish a foundation in fixed income
-
Read Chapters 4-6 to gain insights into fixed income valuation techniques
Solve Fixed Income Calculations
Show steps
Regular practice with fixed income calculations will help reinforce concepts and improve problem-solving skills.
Show steps
-
Practice calculating bond prices and yields
-
Practice calculating duration and convexity
Create a Portfolio Analysis
Show steps
Develop a fixed income portfolio and conduct an in-depth analysis to apply concepts learned in the course.
Show steps
-
Define investment objectives and constraints
-
Select and justify fixed income securities
-
Calculate portfolio performance metrics
Three other activities
Expand to see all activities and additional details
Show all six activities
Attend a Fixed Income Investment Workshop
Show steps
Supplement the course material by attending a workshop to gain practical insights and network with industry professionals.
Show steps
-
Identify and register for a relevant workshop
-
Attend the workshop and actively participate
Participate in a Fixed Income Case Competition
Show steps
Engage with real-world fixed income challenges and showcase your analytical and problem-solving abilities.
Show steps
-
Identify and register for a case competition
-
Form a team and develop a solution
-
Present the solution and get feedback
Connect with Fixed Income Professionals
Show steps
Seek guidance and insights from experienced fixed income professionals to enhance your understanding of the field.
Show steps
-
Identify potential mentors through industry events or online platforms
-
Reach out and schedule informational interviews
Read "Fixed Income Securities: Valuation and Risk Management"
Show steps
This book provides a comprehensive overview of fixed income markets and is highly recommended for students seeking a deeper understanding of the topic.
View
Investment Analysis & Portfolio Management
on Amazon
Show steps
Show steps
Show steps
- Read Chapters 1-3 to establish a foundation in fixed income
- Read Chapters 4-6 to gain insights into fixed income valuation techniques
Solve Fixed Income Calculations
Show steps
Regular practice with fixed income calculations will help reinforce concepts and improve problem-solving skills.
Show steps
Show steps
Show steps
- Practice calculating bond prices and yields
- Practice calculating duration and convexity
Create a Portfolio Analysis
Show steps
Develop a fixed income portfolio and conduct an in-depth analysis to apply concepts learned in the course.
Show steps
Show steps
Show steps
- Define investment objectives and constraints
- Select and justify fixed income securities
- Calculate portfolio performance metrics
Three other activities
Expand to see all activities and additional details
Show all six activities
Attend a Fixed Income Investment Workshop
Show steps
Supplement the course material by attending a workshop to gain practical insights and network with industry professionals.
Show steps
Show steps
Show steps
- Identify and register for a relevant workshop
- Attend the workshop and actively participate
Participate in a Fixed Income Case Competition
Show steps
Engage with real-world fixed income challenges and showcase your analytical and problem-solving abilities.
Show steps
Show steps
Show steps
- Identify and register for a case competition
- Form a team and develop a solution
- Present the solution and get feedback
Connect with Fixed Income Professionals
Show steps
Seek guidance and insights from experienced fixed income professionals to enhance your understanding of the field.
Show steps
Show steps
Show steps
- Identify potential mentors through industry events or online platforms
- Reach out and schedule informational interviews
Career center
Learners who complete Fixed Income Portfolio Management will develop knowledge and skills
that may be useful to these careers:
Fund Manager
Fund Manager
Fund Managers are employed by investment funds to make decisions on investment activities. They use investment strategies to maximize the returns of their clients on bonds, stocks, and other assets. The Fixed Income Portfolio Management course provides a comprehensive overview of fixed income products and portfolio management techniques. This knowledge is essential for Fund Managers to make informed decisions about fixed income investments. The course also covers passive and active fixed income portfolio management, which are two common strategies used by Fund Managers.
Fixed Income Analyst
Fixed Income Analyst
Fixed Income Analysts research and analyze fixed income securities, such as bonds, to make recommendations to investors. They use their knowledge of fixed income markets to identify opportunities for investment and to manage risk. The Fixed Income Portfolio Management course provides a comprehensive overview of fixed income products and portfolio management techniques. This knowledge is essential for Fixed Income Analysts to make informed investment decisions. The course also covers passive and active fixed income portfolio management, which are two common strategies used by Fixed Income Analysts.
Portfolio Manager
Portfolio Manager
Portfolio Managers are responsible for managing investment portfolios for individuals, institutions, and organizations. They make decisions on the types of investments to make, the amount of money to invest, and when to buy or sell investments. The Fixed Income Portfolio Management course provides a solid foundation in fixed income products and portfolio management techniques, which are essential for Portfolio Managers to make informed investment decisions. The course also covers passive and active fixed income portfolio management, which are two common strategies used by Portfolio Managers.
Financial Analyst
Financial Analyst
Financial Analysts use their knowledge of financial markets to make recommendations to investors on stocks, bonds, and other investments. They research and analyze companies and industries to identify opportunities for investment and to manage risk. The Fixed Income Portfolio Management course provides a comprehensive overview of fixed income products and portfolio management techniques. This knowledge is essential for Financial Analysts to make informed investment decisions. The course also covers passive and active fixed income portfolio management, which are two common strategies used by Financial Analysts.
Credit Analyst
Credit Analyst
Credit Analysts assess the creditworthiness of companies and other organizations to make recommendations to investors on bonds and other fixed income securities. They use their knowledge of financial markets and credit analysis techniques to identify opportunities for investment and to manage risk. The Fixed Income Portfolio Management course provides a solid foundation in fixed income products and portfolio management techniques, which are essential for Credit Analysts to make informed investment decisions. The course also covers passive and active fixed income portfolio management, which are two common strategies used by Credit Analysts.
Investment Analyst
Investment Analyst
Investment Analysts research and analyze investments, such as stocks, bonds, and mutual funds, to make recommendations to investors. They use their knowledge of financial markets to identify opportunities for investment and to manage risk. The Fixed Income Portfolio Management course provides a solid foundation in fixed income products and portfolio management techniques, which are essential for Investment Analysts to make informed investment decisions. The course also covers passive and active fixed income portfolio management, which are two common strategies used by Investment Analysts.
Insurance Analyst
Insurance Analyst
Insurance Analysts research and analyze insurance companies to make recommendations to investors on insurance stocks and bonds. They use their knowledge of the insurance industry and financial analysis techniques to identify opportunities for investment and to manage risk. The Fixed Income Portfolio Management course provides a solid foundation in fixed income products and portfolio management techniques, which are essential for Insurance Analysts to make informed investment decisions. The course also covers passive and active fixed income portfolio management, which are two common strategies used by Insurance Analysts.
Risk Manager
Risk Manager
Risk Managers identify, assess, and manage risks for organizations. They use their knowledge of financial markets and risk management techniques to protect organizations from financial losses. The Fixed Income Portfolio Management course provides a comprehensive overview of fixed income products and portfolio management techniques. This knowledge is essential for Risk Managers to understand the risks associated with fixed income investments and to develop strategies to manage those risks. The course also covers passive and active fixed income portfolio management, which are two common strategies used by Risk Managers.
Financial Advisor
Financial Advisor
Financial Advisors provide financial advice to individuals and families. They help clients make informed decisions about investments, retirement planning, and other financial matters. The Fixed Income Portfolio Management course provides a comprehensive overview of fixed income products and portfolio management techniques. This knowledge is essential for Financial Advisors to provide sound advice to clients on fixed income investments. The course also covers passive and active fixed income portfolio management, which are two common strategies used by Financial Advisors.
Investment Banker
Investment Banker
Investment Bankers help companies raise capital through the issuance of stocks and bonds. They advise companies on mergers and acquisitions, and provide other financial services. The Fixed Income Portfolio Management course provides a solid foundation in fixed income products and portfolio management techniques, which are essential for Investment Bankers to understand the fixed income market and to provide sound advice to clients. The course also covers passive and active fixed income portfolio management, which are two common strategies used by Investment Bankers.
Commercial Banker
Commercial Banker
Commercial Bankers provide financial services to businesses, such as loans, deposits, and cash management services. They also advise businesses on financial matters. The Fixed Income Portfolio Management course may be useful for Commercial Bankers who want to gain a better understanding of fixed income products and portfolio management techniques. This knowledge can help Commercial Bankers to provide better advice to clients on fixed income investments.
Auditor
Auditor
Auditors examine and evaluate financial records to ensure that they are accurate and complete. They also provide advice to companies on financial matters. The Fixed Income Portfolio Management course may be useful for Auditors who want to gain a better understanding of fixed income products and portfolio management techniques. This knowledge can help Auditors to better understand the financial risks associated with fixed income investments.
Tax Accountant
Tax Accountant
Tax Accountants prepare and file tax returns for individuals and businesses. They also advise clients on tax matters. The Fixed Income Portfolio Management course may be useful for Tax Accountants who want to gain a better understanding of fixed income products and portfolio management techniques. This knowledge can help Tax Accountants to better understand the tax implications of fixed income investments.
Financial Planner
Financial Planner
Financial Planners help individuals and families achieve their financial goals. They provide advice on investments, retirement planning, and other financial matters. The Fixed Income Portfolio Management course may be useful for Financial Planners who want to gain a better understanding of fixed income products and portfolio management techniques. This knowledge can help Financial Planners to provide better advice to clients on fixed income investments.
Real Estate Agent
Real Estate Agent
Real Estate Agents help clients buy, sell, and rent real estate. The Fixed Income Portfolio Management course may be useful for Real Estate Agents who want to gain a better understanding of fixed income products and portfolio management techniques. This knowledge can help Real Estate Agents to better understand the financial needs of clients and to provide better advice on real estate investments.
For more career information including salaries, visit:
OpenCourser.com/course/dckath/fixed
Reading list
We've selected six books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Fixed Income Portfolio Management.
This advanced textbook provides comprehensive coverage of fixed income concepts, including advanced valuation techniques, risk, and portfolio management. It useful reference for those seeking a deeper understanding of the subject.
This textbook offers an in-depth coverage of advanced mathematical techniques commonly used in fixed income investments. It covers topics such as yield curve modeling, duration and convexity analysis, and immunization strategies.
This textbook provides a comprehensive overview of fixed income markets, instruments, and management techniques. It offers a solid foundation for those seeking to understand various aspects of fixed income investing.
This textbook focuses on fixed income derivatives, including pricing models and applications. It covers a wide range of topics, such as swaps, options, and structured products, and is particularly useful for learners interested in these instruments.
This comprehensive guide provides an introduction to various bond types and strategies for investors. It great starting point for those seeking to learn about different fixed income investments.
This easy-to-read book offers a simplified explanation of fixed income concepts and investments. It suitable choice for those who are new to this field and want a basic understanding of the subject.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/dckath/fixed
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Effort
1 to 2 hours per week for 4 weeks
Level
Advanced
Via
edX
Institution
New York Institute of Finance
Instructors
Jack Farmer
Chris Thomas
Language
English
Transcript
English
This course belongs to a
collection
called
Portfolio Management. It's comprised of six courses:
Good to know
Examines fixed income concepts, building the foundation for further learning
Taught by professionals with many years of experience
Offers a structured approach to Fixed Income Portfolio Management
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