Capturing Rising Interest Rates in your Endowment
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 Export to Your Calendar 3/20/2019
When: Wednesday, March 20, 2019
1:00 - 2:30 pm Eastern Time


Online registration is available until: 3/20/2019
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Join us as we consider the potential impact of rising interest rates on global investment strategies.  As monetary policy around the world tightens the effects will be felt across asset classes and will impact various allocations in unique ways.  Regardless of time horizon investment portfolios will be affected by this trend and by other “late cycle” economic concerns.  We will evaluate potential adjustments to the fixed income portion of the investment portfolio and will consider the challenge of international investing in an environment driven by U.S. equity returns.  In light of these changes we will review the potential impact of passive investment strategies from a risk management standpoint.

Learning Objectives: Attendees will be able to:

  • Analyze how rising interest rates affect fixed income investment strategies
  • Formulate the challenges of investing in non-dollar denominated investments
  • Interpret the potential effects of the growing reliance on passive investment strategies

Presented By:

Bryan Taylor, CFA, Cornerstone Management

CPE Credits:

ABACC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarketing.org


Delivery Method: Group-Internet-Based
Prerequisites: None
Program Level: Basic
Preparation: None
CPE Credits: 1.5
Field of Study: Economics
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Cost:

Free for Members
$15 CPE credit processing fee (if required)