Strategic Bond Portfolio Management Part I:
Balancing Risk, Responsibility & Performance

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1-2 hours
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Course overview
This playlist provides a structured, expert-led guide to the essential principles of bond portfolio management. It begins with how investors balance return, risk, and responsibility when constructing bond portfolios. It then examines the major risks that drive performance, offering a framework for active outperformance. The next videos break down liability matching and immunisation techniques, followed by a deep dive into cash flow matching and building liability-proof portfolios. The series concludes with a clear explanation of the key return drivers in bond portfolio management, giving analysts a complete foundation for fixed-income strategy.

What's included?

  • 5 videos
  • A complete, practical roadmap to mastering risk, return, and liability management in bond portfolios.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is designed for investment analysts, fixed-income professionals, asset allocators, and students seeking a clear, practical understanding of bond portfolio management. It is especially valuable for those working on LDI, treasury functions, or credit portfolio construction.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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