Questions everyone should ask their bond fund managers

Learn how to properly investigate a bond fund as you construct your portfolio.

Wednesday, May 15, 2019
Noon – 1:00 p.m. ET

This presentation will take a dive into the next layer of metrics that are as important to a bond fund’s performance as the standard metrics such as yield and duration. The goal will be to educate you on these topics so you can better understand how a bond fund has been constructed, what the portfolio manager is attempting to achieve and, most importantly, what risks have been incurred to achieve it. Not all bond funds are alike and unfortunately not all funds are as advertised. By knowing the right questions to ask, investors can have more confidence in their own portfolio construction process.


Bryan T. Whalen, CFA® Bryan T. Whalen, CFA®, is one of the generalist portfolio managers in TCW’s Fixed Income Group, a team that oversees $170+ billion in fixed income assets — including the $71 billion MetWest Total Return Bond Fund, one of largest actively managed bond funds in the world.

Prior to joining TCW, Mr. Whalen was a partner at Metropolitan West Asset Management and co-head of its Securitized Products division. Prior to joining MetWest in 2004, he was a director in the Fixed Income department at Credit Suisse First Boston in New York. Previously, he was a vice president at Donaldson, Lufkin & Jenrette.

Mr. Whalen earned a BA in Economics from Yale University. He is a CFA® charter holder.

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