Fortify Your Fixed Income Portfolio
With corporate fundamentals exhibiting resilience despite higher rates, and with the Fed expected to keep rates “higher for longer,” floating rate credit may offer a combination of high income potential and attractive fundamentals, as well as diversification within a fixed income portfolio. There are many ways investors can add floating rate credit exposure to a portfolio that vary based on the underlying borrower, structural features and risk profile.
Topics will include:
- How collateralized loan obligations (CLOs) can offer investors high yield potential with built-in risk protection
- Why corporate floating rate notes (FRNs) can be attractive as a high quality cash complement
- How to access the benefits of private credit through a liquid and diversified exposure
Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Fran RodilossoHead of Fixed Income ETF Portfolio Management
Bill SokolDirector of ETF Product Management
Coulter Regal, CFAProduct Manager
Todd RosenbluthHead of Research