Learn about diversifying a fixed income portfolio

Diversifying your portfolio can go beyond investing in stocks. Learn how to diversify a fixed income portfolio with high yield bonds. High yield bonds tend to have higher yields than other parts of the fixed income market, so an allocation to high yield bonds may provide portfolio diversification benefits in addition to enhanced return opportunities.

This year at the 14th Annual Pacific Region Investment Conference this Nov. 13 and 14, 2014, at the New World Hotel Makati, Jason Stewart, CIMA will explore the various benefits of investing in this underutilized asset class. Rising interest rates are almost universally seen as playing a role in investment allocation decisions in the coming year. By shifting part of a fixed income portfolio to credit sensitive bonds and away from more interest rate sensitive bonds, investors can help dampen the volatility of the return stream of their overall fixed income portfolio.

Stewart is a regional director for Chartwell Investment Partners, an investment management firm focusing on institutional, sub-advisory, managed accounts and private client relationships. He has 20 years of experience in the investment industry. Prior to joining Chartwell, Stewart was a financial adviser with Graystone Consulting, the Institutional Consulting division of Morgan Stanley Wealth Management. Prior to that, Stewart spent 12 years in several roles at Smith Barney Consulting Group, most recently as a senior regional director in Northern California.  

Join the two-day event at the 14th Annual Pacific Region Investment Conference and learn from our speakers the international standards for prudent stewardship. Register today at http://apafsevents.brandspeakasia.com.

If you encounter trouble registering, try the alternative registration, http://bit.ly/apafsevents and let us know you have registered. 

APAFS is a Guam based 501c3 non-profit association whose mission is to raise the level of standards of practice among fiduciaries in the Asia Pacific region. APAFS members comprise central governments, government agencies, colleges and universities and other institutional investors. APAFS is also an endorsed Country Sponsor authorized by the Global Investment Performance Standards Executive Committee to promote the GIPS standards. (APAFS)