Thursday, June 8, 2017
More information coming soon!
Building the Optimal Portfolio
For many years, investment managers have faced the difficult task of trying to find yield in a low rate environment. As rates start to rise, many may be tempted to sit on the sidelines or stay short and wait for higher rates. This strategy can hurt your portfolio. Stop trying to predict where market rates are going by building a dynamic portfolio that will perform in all rate scenarios.
What you will learn:
Amy Piche, Institutional Fixed Income Sales Representative
With more than 10 years’ experience in the financial solutions field, Amy collaborates directly with CEOs and CFOs to expand their available investment options and realize their balance sheet strategies. From fixed income investment options – including marketable securities – to brokered certificates (SimpliCD), Amy offers access to a wealth of resources. Credit union decision makers regularly use her services, not only for their investment portfolio needs, but also to strengthen their overall balance sheet.
Connection webinars will be conducted on a regular basis throughout the year. To register for this upcoming event, please click here.
© Balance Sheet Solutions, LLC. All securities are offered through CU Investment Solutions (ISI), LLC, member FINRA/SIPC. View Disclosure