In navigating the current market, you must be able to do more than recite facts; you need to decipher and analyze all of the available data. Principles of Performance™ is a 3-day accelerated learning experience that exposes the misconceptions of conventional wisdom and teaches our analytical methodology. We help investors understand the real risks and rewards embedded in Treasuries, Callable and non-Callable agencies, and Mortgage bonds.
As the premier fixed-income portfolio education program in the United States, Principles of Performance teaches institutional investors how to invest using the fundamental math principles that underlie securities. It is a strategic course geared toward C-level executives from Presidents to CFOs, as well as those primarily responsible for guiding portfolio investments decisions.
Our teaching approach is rigorous, interactive, and dynamic. Faculty members present topics in a variety of ways, including lectures, case studies, and small group discussions, using a range of media. Our program features our Adobe AIR-based learning tools that help participants get the most out of their course as well as extend their learning beyond the classroom with post-program follow-up.
We Teach
- Strategies for Driving Overall Bank Performance through the Investment Portfolio
- Portfolio Risk/Reward Shape Management®
- Parametric Analysis & Callable Agencies
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- Accountability in Asset Performance
- Quantifying Adjustable Rate Securities
- Leveraging Your Balance Sheet
- Mortgages
- CMOs
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