Course Description

Fixed Income Portfolio Management is a comprehensive survey of the key drivers and features of managing a portfolio of fixed income assets. This online course provides a detailed grounding in fixed income product categories and management techniques. Students will gain a clear understanding of the products and strategies used by portfolio managers in this complex area.

This course is part of the New York Institute of Finance’s Portfolio Management Professional Certificate program. Students can preview the first module for free, with full course access requiring an upgrade to a verified certificate.

What Students Will Learn

  • Review of Fixed Income Concepts
  • Passive Fixed Income Portfolio Management
  • Active Fixed Income Portfolio Management

Prerequisites or Skills Necessary

  • Intermediate MS Excel skills
  • Basic knowledge of probability and statistics
  • Familiarity with fixed income instruments and concepts (e.g., forward rates, duration, convexity)

Course Content

  • Overview of Fixed Income Instruments
  • Strategies for Passive and Active Portfolio Management
  • Techniques for Managing and Assessing Portfolio Performance

Who This Course is For

This course is ideal for students and professionals interested in finance and investment, particularly those focusing on portfolio management and fixed income sectors.

Application of Learned Skills

Skills acquired from this course can be directly applied in roles such as financial analysts, portfolio managers, and investment advisors, helping individuals or institutions manage fixed income portfolios effectively.

Syllabus

  1. Module 1: Review of Fixed Income Concepts
  2. Module 2: Passive Fixed Income Portfolio Management
  3. Module 3: Active Fixed Income Portfolio Management