Earn CE Credit in 2 easy steps
1. Watch the full video
2. Complete the quiz & earn CE credit
Course Overview
As more complex markets make for more complex decisions, it’s nice to have more portfolio analysis tools to lean on. This course is designed to educate participants on various types of analysis techniques to help you gain a better understanding of how certain fixed income strategies may fit in your portfolio in various environments. Common fixed income portfolio issues often uncovered by Natixis’ Portfolio Analysis and Consulting team and how to apply these analysis techniques to solve them are also explained by the presenter.
CE Credit: 1.0 CFP®, CIMA®, CIMC®, CPWA®, RMA®.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
All investing involves risk, including the loss of principal.
This presentation is provided for informational purposes only and should not be construed as investment advice. Any opinions or forecasts contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Natixis Investment Managers, or any of its affiliates. There can be no assurance that developments will transpire as forecasted and actual results will be different. Data and analysis does not represent the actual or expected future performance of any investment product. We believe the information, including that obtained from outside sources, to be correct, but we cannot guarantee its accuracy. The information is subject to change at any time without notice.
Registered investment products are offered through Natixis Distribution, LLC, 888 Boylston Street, Boston, MA 02199. Member FINRA / SIPC.
Natixis Advisors, LLC provides advisory services through its division Natixis Investment Managers Solutions. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC. Natixis Advisors, LLC does not provide tax or legal advice. Please consult with a tax or legal professional prior to making any investment decision.
Not FDIC Insured. May lose value. No bank guarantee.
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