Tools and techniques for safeguarding fixed-income portfolios

Sponsored webinar: FactSet

THE PANEL

  • Haibo Chen, portfolio manager and head of fixed-income quantitative R&D, Pinebridge Investments 
  • Bradley Krom, fixed-income strategist, Wisdom Tree Asset Management
  • Matt McLaughlin, fixed-income product and sales specialist, FactSet
  • Robert Schumacher, chief US strategist and fixed-income client portfolio manager, Axa Investment Managers
  • Moderator: Rob Mannix, asset management and insurance editor, Risk.net

Post-2016 investors are at a crossroads. Do they stick with a traditional asset allocation strategy? Do they move into unconstrained or macro funds? Or do they put their life savings under the mattress and hope things get better?

Given the recent developments in global markets, it is especially important for asset managers to have a firm grip on the trade-offs between traditional equity and fixed income and the implications of introducing new asset types or structures into their investment processes. Not only to be able to use data, tools and modelling techniques, but also to satisfy the increasing informational demands of investors, who are likely to be putting their investments under ever-increasing scrutiny.

Our panel discusses the following issues at this webinar sponsored by FactSet:

  • If the 35-year bull market for global bonds has come to an end, are managers prepared?
  • How will future market changes impact fixed-income portfolios? How can firms properly model future market changes to mitigate the impact on their portfolios?
  • The need for better data to enhance forecasting.
  • Moving away from a one-size-fits-all approach to fixed-income attribution.
  • Using advanced tools and techniques to identify risks and improve portfolio management.
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