To get the most out of bond investments, it is necessary to review your portfolio periodically. While your FIIG Relationship Manager can help you with this at any time, each year a number of FIIG client portfolios receive a centrally generated, formal Portfolio Scorecard. With those annual scorecards having recently been sent, it’s timely to talk about how to get the most out of a portfolio review.
Following the recent release of the FIIG Macro Outlook, here we discuss the RISE strategy and how best to construct a fixed income portfolio for the year ahead.
General
New issues update
Trade opportunities
The current portfolio yields an indicative 5.56%* to the assumed maturity dates with an approximate $207k spend.