Trustee Bonds & Fixed Income Briefing



Bonds or Fixed Income investments are of increasing size and importance in many Pension portfolios. Shrouded in jargon, variety and boredom they are often little understood by Trustees.


 What are they? How do they work? What types are there? What Risks and Returns are there? What costs and flexibility is there?


Assuming  no prior knowledge, this one day Briefing is designed to give an understanding as to the major Bond or Fixed Income investments, what they are, how they work, what affects their value, their risks and returns as well as importance for Pension Funds all in clear understandable  language.  





-  Background to the Fixed Income Markets

-  Terminology.

-  Who issues and who buys bonds

-  Main Bond types and their uses

-  What affects Bond prices?

-  How Returns are assessed

-  Meaning of Credit Ratings

-  Some Specialist Bonds outlined

-  Money markets explained

-  Bond portfolios

Todays Date:

Duration  day
Available as an in-house tailored course

Investment Education PLC
45 Old Hall Road, Manchester M7 4JF, United Kingdom
Tel:+44 (0)161 832 3800
Registered in England Number 2129160
VAT Registered Number GB 480 2112 85

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