Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate

Released Wednesday, 1st May 2024

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Episode 72 – The New And Important Role Bonds Can Play in Your Portfolio – Including Endowments, with Wesly Pate

Wednesday, 1st May 2024

Good episode? Give it some love!

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Fixed-income markets have changed dramatically. As bonds garner growing interest from investors (including endowments and foundations), it boils down to fit, and is it possible to achieve your portfolio return target with less risk? Learn more about the role of fixed income in a portfolio with Bob DiMeo, Devon Francis, and guest Wesly Pate, CFA®, …

From The Podcast

Nonprofit Investment Stewards

Bob DiMeo and Devon Francis of Fiducient Advisors are passionate about helping nonprofit organizations prosper. Whether you oversee endowment, foundation or retirement plan investments, this podcast exists to help stewards improve performance, reduce costs, and discover strategies that enable your charitable organization to prosper and advance its mission.

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