13: Overview of Indices and Benchmarks

Course Description

Observe the variety of ways, such as book rate of return versus total rate of return, to track short-term fixed income portfolios in order to align the suitable option with specific types of portfolios.

Lessons

1: Importance of Benchmarking

2: Inner workings of a Bond Index

3: Active versus Passive Indices

4: Finding a Benchmark suitable for your Portfolio

NEW PRICING!

$995 for students, governments and non-profits


$1650 for corporate and for-profit entities


Group pricing for teams of 5 or more

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Course Requirements

Prerequisites

Course 6 Recommended or Pass on Pre-Test

Program Level

Intermediate

Field of Study

Finance

Credit Hours

2.0


Course Instructor

Rick Phillips

President & CIO, FTN Financial Main Street Advisors, LLC

Bio

Rick oversees the day-to-day investment program at FTN Main Street. Prior to FTN Main Street, Rick managed Clark County, Nevada's portfolio from 1998 to 2004. Rick was also the Investment Officer for the City of Las Vegas from 1989 to 1998. He has over 19 years experience in cash and investment management. Rick has a BS in Finance from Brigham Young University and a MBA from the University of Utah. He is also the Founder of the Government Investment Officers' Association, which has over 100 Government Investment Officers as members. Rick holds the Certified Cash Manager (CCM) designation; has passed the NASD 7 Series exam; and holds the NASD 65 license. Rick is recognized as an expert in the public investment field and is a frequent speaker at governmental educational conferences.

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