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Principles of Performance

Join the Performance Trust University® faculty as they teach the timeless principles that apply to fixed-income and the entire balance sheet in our updated Principles of Performance program.

For over 20 years, Performance Trust has been educating regulators, CEOs, CFOs, and portfolio managers on how to quantify risk and reward using fundamental math principles and sound logic. Instructors will continue to focus on fixed-income and a brand new section that will bring the program together and focus on its application to the entire balance sheet.


We Teach

  • Strategies for Driving Overall Bank Performance through the Investment Portfolio
  • Portfolio Risk/Reward Shape Management®
  • Parametric Analysis & Callable Agencies
  • Accountability in Asset Performance
  • Quantifying Adjustable Rate Securities
  • Leveraging Your Balance Sheet
  • Mortgages
  • CMOs
  • Balance Sheet Management


So why is the program three days long?

Take a look at this video to learn more.


The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners (Performance Trust) may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information.