Fixed-Income Active Management: Credit Strategies

Free CFA Level III: Portfolio Management lesson in Credit Strategies. 22 min read, ~3,281 words.

Learning Outcome Statements. 1. describe risk considerations for spread-based fixed-income portfolios. 2. discuss the advantages and disadvantages of credit spread measures for spread-based fixed-income portfolios, and explain why option-adjusted spread is considered the most appropriate measure. 3. discuss bottom-up approaches to credit strategies. 4. discuss top-down approaches to credit strategies.

Read the full lesson, free →
Worked examples, audio narration, and practice. No signup to read.

What this lesson covers

Browse all free CFA L3 Portfolio Mgmt lessons or jump into free CFA L3 Portfolio Mgmt practice questions.