Trustee Bonds & Fixed Income

Trustee Bonds & Fixed Income Briefing Training Course

This half day training course is available as an in-house tailored course. Details of all our Pension Trustte courses are available upon request.

Background

Bonds or Fixed Income investments are of increasing size and importance in many Pension portfolios. Shrouded in jargon, variety and boredom they are often little understood by Trustees.

What are they?

How do they work?

What types are there?

What costs and flexibility is there?

Assuming no prior knowledge, this one day Briefing is designed to give an understanding as to the major Bond or Fixed Income investments, what they are, how they work, what affects their value, their risks and returns as well as importance for Pension Funds - all in clear understandable language.

Content

• Background to the Fixed Income Markets
• Terminology.
• Who issues and who buys bonds
• Main Bond types and their uses
• What affects Bond prices?
• How Returns are assessed
• Meaning of Credit Ratings
• Some Specialist Bonds outlined
• Money markets explained
• Bond portfolios