Bond Portfolio Management Part II:
Immunization, LDI Strategies & Duration Tools

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1-2 hours
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Course overview
Part II of the Bond Portfolio Management series unlocks the advanced techniques used by leading fixed-income professionals. The playlist covers derivative overlays for rapid duration adjustment, the mechanics of duration-based immunization, and the practical pitfalls that make immunization harder than textbooks suggest. It progresses into multi-liability and hybrid LDI frameworks, showing how institutional investors manage complex liability streams. The series concludes with a deep dive into active bond portfolio management, explaining the structural and tactical drivers of outperformance. This is a comprehensive, practitioner-oriented guide to modern fixed-income strategy.

What's included?

  • 5 videos
  • A complete guide to the strategies that drive fixed-income precision—from duration tools to liability-driven investing and active bond outperformance.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is ideal for investment analysts, fixed-income portfolio managers, LDI specialists, and finance students seeking to master advanced bond strategies. It’s especially useful for anyone building practical skills in duration management, immunization, LDI, and active fixed-income investing.

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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