Each year, PortfolioConstruction Conference features a core, 13-hour independent plenary program. It is interspersed twice daily with six concurrent Due Diligence Forum sessions, delivering research papers developed for Conference by our carefully selected Partners...

Due Diligence Forum speaker

Peter Walsh
Director of Retail Business
Putnam Investments

Due Diligence Forum summary

Fixed income has undergone a dramatic transformation in the past decade. Gone are the days when top-down bets alone could generate sufficient returns to meet investor's needs. Policy is more consistent across the globe. Information is readily available, yields, spreads, and volatility are lower.

This session examines the emergence of new tools that allow managers to take advantage of these new segments of the fixed income market and shows how managers with the right skills are equipped to uncover the dynamic opportunities of this once staid asset class. It demonstrates how managers can provide substantial alpha opportunities for investors and the portfolio construction benefits of doing so.