Bond Investment Mentor

Managing Optionality in the Investment Portfolio


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Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.

In this episode:

  • Bond market and economic review (2:06)
  • Federal Reserve update (4:31)
  • July MBS prepayment report (8:25)
  • Managing option risk/optionality (10:27)
    • What is option risk? 
    • How do options work? 
    • 2 types of optionality 
    • How option risk affects securities and portfolios
    • How to manage optionality
  • Online training with the Bond Basics Course (30:43) (LEARN MORE)

If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.

Do you know someone who could benefit from this information? Please share this episode and podcast with them!

You will find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!

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Bond Investment MentorBy Chris Nelson, CFA

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