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Event Date | Wed Oct 6 EDT (about 3 years ago) |
Location | Webinar |
Region | All |
When considering asset allocation, it may make sense to consider some exposure to bonds in your portfolio, no matter the interest-rate environment. Whether you enjoy building a portfolio of individual bonds yourself or you prefer to have someone else construct and manage your bond portfolio, there can be benefits and risks to consider. Join our fixed-income professionals as we explore both approaches to help you determine what might make the most sense for you and your financial goals.
During this hour-long session, we will discuss:
• How to leverage Fidelity’s extensive bond inventory, tools and resources to manage your own portfolio
• Fidelity’s approach to professionally managed Fixed-Income Separately Managed Accounts (SMAs)
2021 Speakers
Michael Danaher, CFA®
Portfolio Manager, Fidelity Investments
Thomas Maciula
Regional Brokerage Consultant, Fidelity Investments
Peter Stringfellow
National Brokerage Coach, Fidelity Investments
Christine Thorpe
Institutional Portfolio Manager, Fidelity Investments