Managing Your Investment Portfolio in a Rising Rate Environment (04-22-14) - Entire Broadcast

Presented by Guest Speaker Jason Williams

Do you like all of the investments in your investment portfolio? If you own callable securities you may be holding those securities longer than you have in the past. When interest rates rise, the dynamics of your investment portfolio will change. If you haven’t visited your investment strategy recently, 2014 may be a great time to do so.

Jason Williams, Portfolio Manager at Moreton Asset Management, has spent 15 years managing over $2 billion in bond portfolio’s for institutions. He has worked extensively with credit unions and is knowledgeable as to the regulatory environment in which they operate.

During this webinar he will cover:
• Tapering: what does it mean and how might it affect your investment portfolio
• Strategies for investing in a rising interest rate environment
• Better and more efficient execution for buying and selling bonds and certificates of deposit

This is neither an offer to sell nor a solicitation of an offer to buy securities. Prepared for informational purposes only based on information generally available to the public from sources believed to be reliable. Credit unions management should consult a financial advisor for specific advice regarding investments.