Questions everyone should ask their bond fund managers

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

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This recorded webinar took 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 was 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.


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