Estimate Time37 min

A personalized 1:1 coverage model for the large-bond investor

Fidelity’s High Net Worth Bond Desk provides clients with over $3 million in individual bonds and CDs at Fidelity with access to a unique level of expertise and one-on-one personalized coverage. In this recorded webinar, Desk Manager Chuck Brown and Bond Consultant Lou Chavez offered an inside look at the services the High Net Worth Bond Desk offers. Learn how the Desk works in conjunction with clients’ existing consultants and how it has helped investors to manage risk and to prepare for the opportunities that recent market turbulence has brought to light.

Our presenters demonstrated a typical dialogue with a client using Fidelity’s Fixed Income Analysis software, illustrating how it can help provide a shared basis of understanding of the current state of their bond portfolio and how it can be used to help the bond consultant proactively meet a client’s needs in the weeks and months that follow.

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In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Any fixed income security sold or redeemed prior to maturity may be subject to loss. 936243.1.0