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Evolving your fixed income strategy

Evolving your fixed income strategy

Framework for diversifying beyond core bonds, managing risk, and accessing opportunities in the fixed income market.

  • 10 pages
Download PDF Add to cart

Who is this for?

  • Clients who need more diversification in their fixed income portfolio

  • What should they get out of it?

  • Understanding that having a fixed income strategy is critical, much like an equity strategy is, in order to meet investor objectives
  • Learn about a process to build "core + opportunistic" portfolios, using strategies such as top-down, bottom-up, multi-sector and extended
  • An overview of three possible fixed income strategy allocations - for conservative, moderate and aggressive investors


  • Action Plan

  • Use this sales aid in discussions with your clients to build a fixed income strategy.
  • Evaluate J.P. Morgan's fixed income solutions.
  • Contact your regional manager or call our Advisor Service Center at 1-800-338-4345 for more tools and information.

  • Updated as of: 02/06/2014
    Fulfillment Code: II-FIXINC-ALL
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