This course focuses on constructing and managing fixed-income portfolios using yield curve analysis, credit evaluation, and duration-based risk techniques. It explores bond strategies, interest rate modeling, cash-flow structures, and fixed-income risk controls. Students learn how to evaluate opportunities, manage interest-rate exposure, and optimize fixed-income positions across market cycles. Designed for analysts and portfolio managers, the course provides essential tools for navigating the complexities of bond portfolio management.
Growth
Skills & learning objectives
There are 6 modules in this class
- Overview of Fixed IncomeUnlock this class to watch10m 36s
- Building a Fixed Income PortfolioUnlock this class to watch1m 11s
- Passive fixed income PortfolioUnlock this class to watch49s
- Why Active Management Can Deliver Superior Bond ReturnsUnlock this class to watch1m 56s
- Risk Management and Performance Measurement in Fixed IncomeUnlock this class to watch2m 44s
- Credit QualityUnlock this class to watch4m 36s
- Yield: A BreakdownUnlock this class to watch2m 15s
- Bond Fixed Income Portfolio RisksUnlock this class to watch2m 45s
- Balancing Risk and Reward in Fixed Income InvestingUnlock this class to watch2m 8s
- Yield Curve FundamentalsUnlock this class to watch7m 20s
- Types of Yield CurvesUnlock this class to watch1m 47s
- What Is a U.S. Treasury Yield Curve?Unlock this class to watch1m 7s
- What Is Yield Curve Risk?Unlock this class to watch2m 10s
- Term Structure of Interest Rates and Yield CurvesUnlock this class to watch2m 54s
- Yield Curve TheoryUnlock this class to watch2m 47s
- Spot Curve and Par CurveUnlock this class to watch1m 39s
- Forward RateUnlock this class to watch2m 39s
- Yield to MaturityUnlock this class to watch2m 54s
- Expected Return versus Realized ReturnUnlock this class to watch1m 20s
- Bond PricingUnlock this class to watch5m 58s
- Swap Curve ConstructionUnlock this class to watch2m 23s
- Forward Curve DerivationUnlock this class to watch2m 36s
- Bootstrapping MethodUnlock this class to watch2m 27s
- Discounting Cash FlowsUnlock this class to watch1m 45s
- Compounding ConventionsUnlock this class to watch2m 49s
- Curve Construction TechniquesUnlock this class to watch2m 57s
- IntroductionUnlock this class to watch3m 26s
- Yield Curve Estimation TechniquesUnlock this class to watch12m 23s
- Confidence Interval and Prediction IntervalUnlock this class to watch3m 24s
- Purpose of Fitted CurveUnlock this class to watch1m 20s
- Cheap/Rich Reports LimitationsUnlock this class to watch12m 3s
- Bond FuturesUnlock this class to watch2m 35s
- The deliverable basketUnlock this class to watch2m 16s
- Conversion FactorUnlock this class to watch1m 58s
- Cheapest -to-deliver (CTD)Unlock this class to watch1m 32s
- ValuationUnlock this class to watch1m 35s
- The CTD switchUnlock this class to watch1m 59s
- Enhance your knowledgeUnlock this class to watch
- Interest Rate RiskUnlock this class to watch4m 22s
- Measuring Interest Rate RiskUnlock this class to watch5m 25s
- Managing Interest Rate RiskUnlock this class to watch2m 48s
- Hedging Interest Rate RiskUnlock this class to watch1m 39s
- The swap curveUnlock this class to watch7m 49s
- ClosingUnlock this class to watch1m 30s
This class is part of the following certifications
Certified Portfolio & Fund Manager (CPFM)
63 ClassesUnlimited interactive exercises
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ClassFAQs
The course aims to equip learners with the principles, strategies, and analytical tools needed to manage fixed income portfolios, including asset allocation, risk management, bond valuation, and yield curve analysis.
The course is designed for finance professionals, portfolio managers, and investment analysts seeking to enhance their expertise in fixed income investing and portfolio optimization.
The module covers different types of yield curves—normal, inverted, and flat—and teaches methods for constructing yield curves using real market data and tools like Excel.
The course explains bond futures markets, conversion factors, and how to identify the cheapest-to-deliver bond to support informed trading and hedging decisions.
Learners will develop practical skills in managing interest rate risk using swap curves, hedging strategies, and analytical tools to optimize fixed income portfolio performance.
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