Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Ā Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
Welcome to Bond Investment Mentor! In this episode, Chris explores why most investment policies are built to fight the last crisis and how that reactive approach leaves institutions exposed to emerging risks. He shares a practical six-step approach for transforming your investment policy into a forward-looking strategic tool.
In this episode:
- Market & Rate Update (1:37)
- NEW! Sub-Debt Reference Guide (LEARN MORE) (6:09)
- Taking a Fresh Look at Your Investment Policy Statement (8:18)
- Looking Backward – The Reactive Approach
- What an Effective IPS Actually Is
- 6 Steps to Building a Forward-Looking IPS
- Working with Nelson Capital Advisors (29:23)
If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information?Ā Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio managementĀ atĀ BondInvestmentMentor.com.Ā Check it out!
Letās Connect via Social Media!
LinkedIn:Ā Christopher Nelson, CFA
Connect with Nelson Capital Advisors
Interested in discussing how these concepts apply to your institution? I’d welcome the conversation.
- Email: Chris@NelsonCapitalAdvisors.com
- Phone: 207-420-2442
- Website: NelsonCapitalAdvisors.com
About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.
Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.
For detailed information about Nelson Capital Advisors’ services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.
Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution’s needs, please contact Nelson Capital Advisors directly.