Selecting your bond portfolio in today’s environment

Learn about self-service, as well as professionally managed options, so you can make the best choices when managing your bond portfolio.

Tuesday, September 1, 2020
Noon – 1:00 p.m. ET

Proper asset allocation means having some exposure to bonds in your portfolio, no matter the interest-rate environment. Whether you enjoy building a portfolio of individual bonds directly or you prefer to have someone else construct and manage your bond portfolio, there can be benefits and risks to consider. Join our fixed income professionals as we explore both approaches to help you determine what might make the most sense for you and your financial goals.

During this hour-long session, we will discuss:

  • How to leverage Fidelity’s extensive bond inventory, tools and resources to manage your own portfolio
  • Fidelity’s approach to Fixed Income SMAs (separately managed accounts)


Eric Golden, CFA

Eric Golden, CFA®

Managing Director/Portfolio Manager
Fidelity Investments

Luke Vance

Luke Vance

Regional Brokerage Consultant
Fidelity Investments

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