Learn what to ask a bond fund manager

Here's how to investigate a bond fund as you build your portfolio.

Here's how to investigate a bond fund as you build your portfolio. View in a browser

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Questions everyone should ask their bond fund managers Questions everyone should ask their bond fund managers

This presentation will take a dive into the next layer of metrics that are as important to a bond fund’s performance as the standard metrics such as yield and duration. The goal will be to educate you on these topics so you can better understand how a bond fund has been constructed, what the portfolio manager is attempting to achieve, and — most importantly — what risks have been incurred to achieve it. Not all bond funds are alike and, unfortunately, not all funds are as advertised. By knowing the right questions to ask, you can have more confidence in your portfolio construction process.

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Questions everyone should ask their bond fund manager When:  Wednesday, May 15, 2019, Noon–1:00 p.m. ET Register Now »

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