IDC Webinar: Deeper Dive: Derivatives – Session 1: Implementing Investment Strategies

IDC is pleased to present the Deeper Dive Webinar Series, in which IDC will offer educational webinars for fund directors covering various subjects at a more in-depth level. 

The first subject, which will be covered in two webinar sessions, is derivatives. The first session was held on June 22, 2015, and discussed how derivatives are used to implement investment strategies.

Materials

• Presentation slides (pdf)
• Presentation slides: print version (pdf)
• Archived webinar

Highlights

• Derivative Instruments
  • Futures and forwards
  • Options
  • Swaps
• Investment Strategies
  • Gain market exposure
  • Target sector exposure
  • Replicate security exposure
  • Hedge current portfolio exposures
• Investment Risks and Controls
  • Leverage
  • Illiquidity
  • Counterparty risk

Featured Speakers

John P. Kavanaugh, Moderator
Independent Director
MFS Funds
Philip Sindel
President
Olmstead Associates
Payson Swaffield
Chief Income Investment Officer
Eaton Vance Management

This webinar was closed to the media.