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Event Date Wed Oct 6 EDT (9 months 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